Copperwynd Financial’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-18,911
| Closed | -$1.73M | – | 89 |
|
|
2019
Q4 | $1.73M | Buy |
18,911
+466
| +3% | +$42.5K | 0.91% | 27 |
|
|
2019
Q3 | $1.71M | Buy |
18,445
+1,960
| +12% | +$181K | 0.97% | 24 |
|
|
2019
Q2 | $1.46M | Buy |
16,485
+835
| +5% | +$73.7K | 0.84% | 27 |
|
|
2019
Q1 | $1.41M | Buy |
+15,650
| New | +$1.41M | 0.84% | 30 |
|