CEDRUS’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $360K | Sell |
3,122
-1,240
| -28% | -$143K | 0.13% | 123 |
|
|
2024
Q2 | $437K | Buy |
4,362
+79
| +2% | +$7.92K | 0.22% | 86 |
|
|
2024
Q1 | $414K | Sell |
4,283
-884
| -17% | -$85.5K | 0.23% | 82 |
|
|
2023
Q4 | $501K | Sell |
5,167
-840
| -14% | -$81.5K | 0.31% | 61 |
|
|
2023
Q3 | $530K | Buy |
6,007
+764
| +15% | +$67.4K | 0.38% | 49 |
|
|
2023
Q2 | $471K | Buy |
5,243
+236
| +5% | +$21.2K | 0.33% | 58 |
|
|
2023
Q1 | $483K | Buy |
5,007
+316
| +7% | +$30.5K | 0.34% | 57 |
|
|
2022
Q4 | $483K | Buy |
4,691
+811
| +21% | +$83.5K | 0.39% | 55 |
|
|
2022
Q3 | $361K | Buy |
3,880
+825
| +27% | +$76.7K | 0.34% | 58 |
|
|
2022
Q2 | $328K | Buy |
3,055
+620
| +25% | +$66.5K | 0.32% | 67 |
|
|
2022
Q1 | $272K | Buy |
2,435
+300
| +14% | +$33.5K | 0.25% | 104 |
|
|
2021
Q4 | $224K | Buy |
+2,135
| New | +$224K | 0.22% | 138 |
|