Bickling Financial Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $261K | Buy |
2,533
+9
| +0.4% | +$927 | 0.16% | 97 |
|
|
2022
Q3 | $235K | Buy |
2,524
+9
| +0.4% | +$838 | 0.16% | 104 |
|
|
2022
Q2 | $270K | Buy |
2,515
+9
| +0.4% | +$966 | 0.17% | 97 |
|
|
2022
Q1 | $280K | Buy |
2,506
+8
| +0.3% | +$894 | 0.14% | 107 |
|
|
2021
Q4 | $262K | Buy |
2,498
+9
| +0.4% | +$944 | 0.13% | 110 |
|
|
2021
Q3 | $243K | Buy |
2,489
+9
| +0.4% | +$879 | 0.12% | 106 |
|
|
2021
Q2 | $245K | Buy |
2,480
+8
| +0.3% | +$790 | 0.11% | 111 |
|
|
2021
Q1 | $239K | Buy |
2,472
+10
| +0.4% | +$967 | 0.12% | 102 |
|
|
2020
Q4 | $225K | Buy |
+2,462
| New | +$225K | 0.14% | 88 |
|