Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $84.7K | Buy |
787
+47
| +6% | +$5.06K | 0.03% | 163 |
|
|
2024
Q3 | $85.3K | Buy |
740
+2
| +0.3% | +$231 | 0.03% | 166 |
|
|
2024
Q2 | $74K | Sell |
738
-56
| -7% | -$5.61K | 0.03% | 171 |
|
|
2024
Q1 | $76.8K | Buy |
794
+80
| +11% | +$7.74K | 0.03% | 176 |
|
|
2023
Q4 | $69.3K | Sell |
714
-57
| -7% | -$5.53K | 0.03% | 178 |
|
|
2023
Q3 | $68.1K | Buy |
771
+2
| +0.3% | +$177 | 0.04% | 171 |
|
|
2023
Q2 | $69K | Sell |
769
-18
| -2% | -$1.62K | 0.04% | 171 |
|
|
2023
Q1 | $75.7K | Buy |
787
+20
| +3% | +$1.93K | 0.04% | 163 |
|
|
2022
Q4 | $79K | Buy |
+767
| New | +$79K | 0.05% | 154 |
|
|
2022
Q1 | – | Sell |
-717
| Closed | -$75K | – | 242 |
|
|
2021
Q4 | $75K | Buy |
+717
| New | +$75K | 0.05% | 163 |
|