C2C 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,295
| Closed | -$450K | – | 135 |
|
|
2023
Q3 | $450K | Buy |
5,295
+85
| +2% | +$7.22K | 0.06% | 159 |
|
|
2023
Q2 | $480K | Hold |
5,210
| – | – | 0.06% | 156 |
|
|
2023
Q1 | $518K | Hold |
5,210
| – | – | 0.08% | 140 |
|
|
2022
Q4 | $534K | Sell |
5,210
-33
| -0.6% | -$3.38K | 0.09% | 98 |
|
|
2022
Q3 | $509K | Hold |
5,243
| – | – | 0.1% | 101 |
|
|
2022
Q2 | $553K | Hold |
5,243
| – | – | 0.1% | 97 |
|
|
2022
Q1 | $606K | Hold |
5,243
| – | – | 0.1% | 101 |
|
|
2021
Q4 | $550K | Buy |
+5,243
| New | +$550K | 0.08% | 118 |
|