Connectus Wealth’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $953K | Buy |
9,852
+136
| +1% | +$13.2K | 0.03% | 235 |
|
|
2023
Q4 | $943K | Sell |
9,716
-739
| -7% | -$71.8K | 0.02% | 340 |
|
|
2023
Q3 | $923K | Sell |
10,455
-112
| -1% | -$9.89K | 0.02% | 320 |
|
|
2023
Q2 | $949K | Sell |
10,567
-2
| -0% | -$180 | 0.02% | 285 |
|
|
2023
Q1 | $1.02M | Buy |
10,569
+1,720
| +19% | +$166K | 0.03% | 282 |
|
|
2022
Q4 | $911K | Sell |
8,849
-7,033
| -44% | -$724K | 0.02% | 293 |
|
|
2022
Q3 | $1.48M | Buy |
15,882
+436
| +3% | +$40.6K | 0.03% | 286 |
|
|
2022
Q2 | $1.66M | Buy |
15,446
+7,925
| +105% | +$851K | 0.04% | 216 |
|
|
2022
Q1 | $792K | Sell |
7,521
-2,585
| -26% | -$272K | 0.03% | 268 |
|
|
2021
Q4 | $1.06M | Buy |
+10,106
| New | +$1.06M | 0.04% | 213 |
|