Cook 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 | – | Sell |
-2,515
| Closed | -$238K | – | 57 |
|
|
2023
Q4 | $238K | Sell |
2,515
-150
| -6% | -$14.2K | 0.15% | 45 |
|
|
2023
Q3 | $238K | Hold |
2,665
| – | – | 0.18% | 44 |
|
|
2023
Q2 | $252K | Sell |
2,665
-1
| -0% | -$94 | 0.19% | 33 |
|
|
2023
Q1 | $265K | Buy |
2,666
+101
| +4% | +$10K | 0.23% | 30 |
|
|
2022
Q4 | $264K | Buy |
2,565
+50
| +2% | +$5.15K | 0.25% | 29 |
|
|
2022
Q3 | $229K | Hold |
2,515
| – | – | 0.25% | 32 |
|
|
2022
Q2 | $274K | Buy |
+2,515
| New | +$274K | 0.28% | 32 |
|