Capital Directions Investment Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $14.8K | Buy |
+144
| New | +$14.8K | 0.01% | 197 |
|
|
2022
Q3 | – | Sell |
-144
| Closed | -$15K | – | 184 |
|
|
2022
Q2 | $15K | Hold |
144
| – | – | 0.01% | 198 |
|
|
2022
Q1 | $16K | Buy |
+144
| New | +$16K | ﹤0.01% | 211 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$8K | – | 218 |
|
|
2020
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 209 |
|
|
2019
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 223 |
|
|
2019
Q3 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 216 |
|