Biltmore Capital Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $287K | Sell |
2,738
-20
| -0.7% | -$2.1K | 0.05% | 117 |
|
|
2021
Q3 | $269K | Hold |
2,758
| – | – | 0.05% | 126 |
|
|
2021
Q2 | $272K | Sell |
2,758
-737
| -21% | -$72.7K | 0.05% | 106 |
|
|
2021
Q1 | $337K | Buy |
3,495
+205
| +6% | +$19.8K | 0.07% | 93 |
|
|
2020
Q4 | $301K | Buy |
3,290
+315
| +11% | +$28.8K | 0.08% | 77 |
|
|
2020
Q3 | $263K | Buy |
+2,975
| New | +$263K | 0.08% | 65 |
|