Claraphi Advisory Network’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 | – | Sell |
-2,809
| Closed | -$261K | – | 171 |
|
|
2022
Q3 | $261K | Buy |
2,809
+352
| +14% | +$32.7K | 0.14% | 153 |
|
|
2022
Q2 | $263K | Sell |
2,457
-911
| -27% | -$97.5K | 0.09% | 203 |
|
|
2022
Q1 | $376K | Sell |
3,368
-1,499
| -31% | -$167K | 0.11% | 171 |
|
|
2021
Q4 | $511K | Sell |
4,867
-265
| -5% | -$27.8K | 0.18% | 148 |
|
|
2021
Q3 | $501K | Sell |
5,132
-2,329
| -31% | -$227K | 0.18% | 143 |
|
|
2021
Q2 | $737K | Buy |
7,461
+2,308
| +45% | +$228K | 0.22% | 101 |
|
|
2021
Q1 | $497K | Buy |
+5,153
| New | +$497K | 0.14% | 158 |
|
|
2020
Q2 | – | Sell |
-1,465
| Closed | -$118K | – | 510 |
|
|
2020
Q1 | $118K | Buy |
+1,465
| New | +$118K | 0.06% | 295 |
|