Cedar 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 | – | Sell |
-169
| Closed | -$19.5K | – | 205 |
|
|
2024
Q3 | $19.5K | Hold |
169
| – | – | 0.01% | 191 |
|
|
2024
Q2 | $16.9K | Sell |
169
-167
| -50% | -$16.7K | 0.01% | 208 |
|
|
2024
Q1 | $32.5K | Buy |
336
+169
| +101% | +$16.3K | 0.01% | 185 |
|
|
2023
Q4 | $16.2K | Hold |
167
| – | – | 0.01% | 208 |
|
|
2023
Q3 | $14.7K | Hold |
167
| – | – | 0.01% | 215 |
|
|
2023
Q2 | $15K | Hold |
167
| – | – | 0.01% | 224 |
|
|
2023
Q1 | $16.1K | Hold |
167
| – | – | 0.01% | 214 |
|
|
2022
Q4 | $17.2K | Hold |
167
| – | – | 0.01% | 202 |
|
|
2022
Q3 | $16K | Hold |
167
| – | – | 0.01% | 227 |
|
|
2022
Q2 | $18K | Hold |
167
| – | – | 0.01% | 231 |
|
|
2022
Q1 | $19K | Hold |
167
| – | – | 0.01% | 251 |
|
|
2021
Q4 | $18K | Buy |
+167
| New | +$18K | 0.01% | 256 |
|