Clearview 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
Q3 | – | Sell |
-441
| Closed | -$39.6K | – | 249 |
|
|
2023
Q2 | $39.6K | Sell |
441
-194
| -31% | -$17.4K | 0.04% | 209 |
|
|
2023
Q1 | $61.3K | Buy |
635
+3
| +0.5% | +$290 | 0.06% | 187 |
|
|
2022
Q4 | $65.1K | Buy |
632
+57
| +10% | +$5.87K | 0.05% | 153 |
|
|
2022
Q3 | $54K | Sell |
575
-177
| -24% | -$16.6K | 0.04% | 160 |
|
|
2022
Q2 | $81K | Sell |
752
-82
| -10% | -$8.83K | 0.06% | 139 |
|
|
2022
Q1 | $93K | Sell |
834
-423
| -34% | -$47.2K | 0.06% | 142 |
|
|
2021
Q4 | $132K | Sell |
1,257
-116
| -8% | -$12.2K | 0.08% | 133 |
|
|
2021
Q3 | $134K | Buy |
1,373
+254
| +23% | +$24.8K | 0.08% | 136 |
|
|
2021
Q2 | $111K | Buy |
1,119
+363
| +48% | +$36K | 0.07% | 150 |
|
|
2021
Q1 | $73K | Buy |
756
+58
| +8% | +$5.6K | 0.05% | 195 |
|
|
2020
Q4 | $64K | Buy |
+698
| New | +$64K | 0.04% | 177 |
|