Bourgeon Capital Management’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 |
-93
| Closed | -$9.03K | – | 174 |
|
|
2023
Q4 | $9.03K | Hold |
93
| – | – | ﹤0.01% | 245 |
|
|
2023
Q3 | $8.21K | Hold |
93
| – | – | ﹤0.01% | 239 |
|
|
2023
Q2 | $8.35K | Hold |
93
| – | – | ﹤0.01% | 260 |
|
|
2023
Q1 | $8.97K | Hold |
93
| – | – | ﹤0.01% | 239 |
|
|
2022
Q4 | $9.58K | Buy |
+93
| New | +$9.58K | ﹤0.01% | 237 |
|
|
2021
Q3 | – | Sell |
-120
| Closed | -$12K | – | 284 |
|
|
2021
Q2 | $12K | Buy |
+120
| New | +$12K | ﹤0.01% | 224 |
|