Berkshire Bank’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 | – | Sell |
-2,516
| Closed | -$244K | – | 147 |
|
|
2023
Q4 | $244K | Buy |
+2,516
| New | +$244K | 0.06% | 130 |
|
|
2022
Q4 | – | Sell |
-2,903
| Closed | -$270K | – | 134 |
|
|
2022
Q3 | $270K | Hold |
2,903
| – | – | 0.08% | 116 |
|
|
2022
Q2 | $311K | Hold |
2,903
| – | – | 0.09% | 110 |
|
|
2022
Q1 | $324K | Hold |
2,903
| – | – | 0.08% | 118 |
|
|
2021
Q4 | $305K | Buy |
2,903
+126
| +5% | +$13.2K | 0.07% | 117 |
|
|
2021
Q3 | $271K | Sell |
2,777
-16
| -0.6% | -$1.56K | 0.07% | 117 |
|
|
2021
Q2 | $275K | Buy |
2,793
+40
| +1% | +$3.94K | 0.07% | 117 |
|
|
2021
Q1 | $266K | Sell |
2,753
-50
| -2% | -$4.83K | 0.07% | 115 |
|
|
2020
Q4 | $257K | Sell |
2,803
-464
| -14% | -$42.5K | 0.06% | 115 |
|
|
2020
Q3 | $289K | Buy |
+3,267
| New | +$289K | 0.08% | 116 |
|