Clear Perspectives Financial Planning’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 | $30.5K | Sell |
316
-3
| -0.9% | -$289 | 0.02% | 92 |
|
|
2022
Q4 | $32.9K | Sell |
319
-3
| -0.9% | -$309 | 0.02% | 98 |
|
|
2022
Q3 | $30K | Buy |
322
+296
| +1,138% | +$27.6K | 0.01% | 104 |
|
|
2022
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 191 |
|
|
2022
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 196 |
|
|
2021
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 205 |
|
|
2021
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 192 |
|
|
2021
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 186 |
|
|
2021
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 172 |
|
|
2020
Q4 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 171 |
|