Benedetti & Gucer’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $499K | Sell |
5,155
-1,000
| -16% | -$96.8K | 0.25% | 71 |
|
|
2023
Q4 | $597K | Sell |
6,155
-307
| -5% | -$29.8K | 0.31% | 61 |
|
|
2023
Q3 | $570K | Buy |
6,462
+772
| +14% | +$68.1K | 0.31% | 61 |
|
|
2023
Q2 | $511K | Buy |
5,690
+533
| +10% | +$47.9K | 0.26% | 64 |
|
|
2023
Q1 | $497K | Buy |
+5,157
| New | +$497K | 0.29% | 63 |
|