Brewin Dolphin Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $20K | Hold |
185
| – | – | ﹤0.01% | 237 |
|
|
2022
Q1 | $21K | Hold |
185
| – | – | ﹤0.01% | 244 |
|
|
2021
Q4 | $19K | Hold |
185
| – | – | ﹤0.01% | 263 |
|
|
2021
Q3 | $18.1K | Hold |
185
| – | – | ﹤0.01% | 272 |
|
|
2021
Q2 | $18.3K | Buy |
+185
| New | +$18.3K | ﹤0.01% | 271 |
|
|
2020
Q4 | – | Sell |
-400
| Closed | -$35.4K | – | 299 |
|
|
2020
Q3 | $35.4K | Hold |
400
| – | – | 0.01% | 186 |
|
|
2020
Q2 | $32K | Hold |
400
| – | – | 0.01% | 183 |
|
|
2020
Q1 | $32.4K | Hold |
400
| – | – | 0.02% | 122 |
|
|
2019
Q4 | $36.5K | Hold |
400
| – | – | 0.02% | 128 |
|
|
2019
Q3 | $38.3K | Hold |
400
| – | – | 0.02% | 123 |
|
|
2019
Q2 | $35.3K | Hold |
400
| – | – | 0.02% | 126 |
|
|
2019
Q1 | $36K | Hold |
400
| – | – | 0.02% | 121 |
|
|
2018
Q4 | $34.5K | Hold |
400
| – | – | 0.02% | 115 |
|
|
2018
Q3 | $32K | Hold |
400
| – | – | 0.02% | 129 |
|
|
2018
Q2 | $31.6K | Hold |
400
| – | – | 0.02% | 127 |
|
|
2018
Q1 | $31K | Hold |
400
| – | – | 0.02% | 120 |
|
|
2017
Q4 | $33.6K | Buy |
+400
| New | +$33.6K | 0.02% | 116 |
|