Brightworth’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,013
| Closed | -$216K | – | 129 |
|
|
2022
Q2 | $216K | Hold |
2,013
| – | – | 0.02% | 123 |
|
|
2022
Q1 | $225K | Sell |
2,013
-1,036
| -34% | -$116K | 0.02% | 116 |
|
|
2021
Q4 | $320K | Buy |
+3,049
| New | +$320K | 0.03% | 103 |
|
|
2020
Q1 | – | Sell |
-2,863
| Closed | -$261K | – | 83 |
|
|
2019
Q4 | $261K | Buy |
2,863
+147
| +5% | +$13.4K | 0.05% | 86 |
|
|
2019
Q3 | $260K | Sell |
2,716
-152
| -5% | -$14.6K | 0.05% | 80 |
|
|
2019
Q2 | $253K | Sell |
2,868
-830
| -22% | -$73.2K | 0.05% | 80 |
|
|
2019
Q1 | $333K | Sell |
3,698
-205
| -5% | -$18.5K | 0.07% | 74 |
|
|
2018
Q4 | $337K | Sell |
3,903
-725
| -16% | -$62.6K | 0.08% | 72 |
|
|
2018
Q3 | $370K | Buy |
4,628
+670
| +17% | +$53.6K | 0.08% | 68 |
|
|
2018
Q2 | $313K | Sell |
3,958
-544
| -12% | -$43K | 0.08% | 71 |
|
|
2018
Q1 | $349K | Buy |
4,502
+1
| +0% | +$78 | 0.08% | 87 |
|
|
2017
Q4 | $379K | Buy |
4,501
+19
| +0.4% | +$1.6K | 0.09% | 81 |
|
|
2017
Q3 | $376K | Buy |
+4,482
| New | +$376K | 0.09% | 82 |
|