COWA LLC’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 | – | Sell |
-1,124
| Closed | -$202K | – | 124 |
|
|
2022
Q4 | $202K | Hold |
1,124
| – | – | 0.13% | 114 |
|
|
2022
Q3 | $105K | Buy |
+1,124
| New | +$105K | 0.07% | 142 |
|
|
2021
Q2 | – | Sell |
-235
| Closed | -$23K | – | 183 |
|
|
2021
Q1 | $23K | Sell |
235
-1,000
| -81% | -$97.9K | 0.01% | 250 |
|
|
2020
Q4 | $114K | Buy |
+1,235
| New | +$114K | 0.09% | 146 |
|