BDO Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $276K | Buy |
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|
2023
Q1 | $273K | Hold |
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $351K | Hold |
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|
2022
Q2 | $404K | Hold |
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|
2022
Q1 | $421K | Sell |
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|
2021
Q4 | $404K | Buy |
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|
2021
Q3 | $359K | Sell |
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|
2021
Q2 | $420K | Buy |
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|
2021
Q1 | $366K | Buy |
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|
2020
Q4 | $331K | Hold |
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|
2020
Q3 | $320K | Hold |
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|
2020
Q2 | $289K | Sell |
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|
2020
Q1 | $333K | Buy |
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|
2019
Q4 | $271K | Hold |
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|
2019
Q3 | $285K | Hold |
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|
2019
Q2 | $262K | Sell |
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|
2019
Q1 | $279K | Sell |
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|
2018
Q4 | $412K | Buy |
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|
2018
Q3 | $352K | Buy |
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|
2018
Q2 | $341K | Buy |
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|
2018
Q1 | $204K | Hold |
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|
2017
Q4 | $222K | Hold |
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|
2017
Q3 | $221K | Hold |
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|
2017
Q2 | $220K | Buy |
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