Cerro Pacific Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $229K | Sell |
2,373
-3,938
| -62% | -$380K | 0.13% | 132 |
|
|
2022
Q4 | $650K | Sell |
6,311
-871
| -12% | -$89.7K | 0.35% | 76 |
|
|
2022
Q3 | $668K | Sell |
7,182
-1,610
| -18% | -$150K | 0.41% | 66 |
|
|
2022
Q2 | $943K | Sell |
8,792
-919
| -9% | -$98.6K | 0.59% | 44 |
|
|
2022
Q1 | $1.08M | Buy |
9,711
+60
| +0.6% | +$6.7K | 0.66% | 35 |
|
|
2021
Q4 | $1.01M | Buy |
9,651
+6,171
| +177% | +$647K | 0.64% | 41 |
|
|
2021
Q3 | $340K | Buy |
+3,480
| New | +$340K | 0.24% | 101 |
|