Blue Chip Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$100K | – | 202 |
|
|
2024
Q2 | $100K | Buy |
+1,000
| New | +$100K | 0.01% | 188 |
|
|
2024
Q1 | – | Sell |
-1,096
| Closed | -$106K | – | 193 |
|
|
2023
Q4 | $106K | Buy |
+1,096
| New | +$106K | 0.01% | 173 |
|
|
2020
Q3 | – | Sell |
-2,574
| Closed | -$206K | – | 135 |
|
|
2020
Q2 | $206K | Buy |
2,574
+23
| +0.9% | +$1.84K | 0.04% | 99 |
|
|
2020
Q1 | $206K | Buy |
+2,551
| New | +$206K | 0.05% | 92 |
|