Buckley 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
Q1 | – | Sell |
-6,777
| Closed | -$711K | – | 159 |
|
|
2021
Q4 | $711K | Sell |
6,777
-834
| -11% | -$87.5K | 0.21% | 86 |
|
|
2021
Q3 | $743K | Hold |
7,611
| – | – | 0.24% | 69 |
|
|
2021
Q2 | $751K | Sell |
7,611
-233
| -3% | -$23K | 0.26% | 67 |
|
|
2021
Q1 | $757K | Sell |
7,844
-666
| -8% | -$64.3K | 0.28% | 65 |
|
|
2020
Q4 | $779K | Hold |
8,510
| – | – | 0.32% | 57 |
|
|
2020
Q3 | $754K | Hold |
8,510
| – | – | 0.34% | 50 |
|
|
2020
Q2 | $680K | Hold |
8,510
| – | – | 0.31% | 61 |
|
|
2020
Q1 | $688K | Sell |
8,510
-500
| -6% | -$40.4K | 0.37% | 51 |
|
|
2019
Q4 | $822K | Buy |
9,010
+1,000
| +12% | +$91.2K | 0.37% | 45 |
|
|
2019
Q3 | $768K | Sell |
8,010
-1,011
| -11% | -$96.9K | 0.38% | 48 |
|
|
2019
Q2 | $796K | Hold |
9,021
| – | – | 0.37% | 47 |
|
|
2019
Q1 | $812K | Hold |
9,021
| – | – | 0.38% | 46 |
|
|
2018
Q4 | $779K | Sell |
9,021
-13,430
| -60% | -$1.16M | 0.4% | 44 |
|
|
2018
Q3 | $1.8M | Sell |
22,451
-15
| -0.1% | -$1.2K | 0.78% | 30 |
|
|
2018
Q2 | $1.78M | Buy |
22,466
+400
| +2% | +$31.6K | 0.84% | 29 |
|
|
2018
Q1 | $1.71M | Buy |
22,066
+3,695
| +20% | +$286K | 0.84% | 29 |
|
|
2017
Q4 | $1.55M | Buy |
+18,371
| New | +$1.55M | 0.78% | 33 |
|