Buckley Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $711K | Sell |
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|
2021
Q3 | $743K | Hold |
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|
2021
Q2 | $751K | Sell |
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|
2021
Q1 | $757K | Sell |
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|
2020
Q4 | $779K | Hold |
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|
2020
Q3 | $754K | Hold |
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|
2020
Q2 | $680K | Hold |
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|
2020
Q1 | $688K | Sell |
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|
2019
Q4 | $822K | Buy |
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|
2019
Q3 | $768K | Sell |
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|
2019
Q2 | $796K | Hold |
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|
2019
Q1 | $812K | Hold |
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|
2018
Q4 | $779K | Sell |
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|
2018
Q3 | $1.8M | Sell |
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|
2018
Q2 | $1.78M | Buy |
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|
2018
Q1 | $1.71M | Buy |
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|
2017
Q4 | $1.54M | Buy |
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