Blue Barn Wealth’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 | – | Sell |
-2,198
| Closed | -$204K | – | 128 |
|
2022
Q3 | $204K | Buy |
2,198
+75
| +4% | +$6.96K | 0.15% | 111 |
|
2022
Q2 | $228K | Buy |
2,123
+13
| +0.6% | +$1.4K | 0.17% | 97 |
|
2022
Q1 | $236K | Sell |
2,110
-9
| -0.4% | -$1.01K | 0.16% | 103 |
|
2021
Q4 | $222K | Buy |
+2,119
| New | +$222K | 0.15% | 108 |
|