Bridgeworth’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $213K | Sell |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $215K | Sell |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $309K | Hold |
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|
2022
Q2 | $356K | Sell |
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|
2022
Q1 | $373K | Sell |
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|
2021
Q4 | $421K | Buy |
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|
2021
Q3 | $351K | Buy |
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|
2021
Q2 | $325K | Buy |
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|
2021
Q1 | $317K | Buy |
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|
2020
Q4 | $273K | Buy |
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|
2020
Q3 | $245K | Sell |
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|
2020
Q2 | $225K | Buy |
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|
2020
Q1 | $227K | Sell |
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|
2019
Q4 | $293K | Buy |
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|
2019
Q3 | $307K | Sell |
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|
2019
Q2 | $372K | Buy |
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|
2019
Q1 | $378K | Sell |
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|
2018
Q4 | $472K | Buy |
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|
2018
Q3 | $352K | Buy |
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|
2018
Q2 | $389K | Sell |
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|
2018
Q1 | $524K | Buy |
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|
2017
Q4 | $456K | Buy |
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|
2017
Q3 | $290K | Sell |
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|
2017
Q2 | $737K | Buy |
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|
2017
Q1 | $680K | Sell |
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|
2016
Q4 | $674K | Buy |
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