Credential Qtrade Securities’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-31
| Closed | -$2.99K | – | 392 |
|
|
2023
Q1 | $2.99K | Buy |
+31
| New | +$2.99K | ﹤0.01% | 339 |
|
|
2020
Q2 | – | Sell |
-7,820
| Closed | -$632K | – | 294 |
|
|
2020
Q1 | $632K | Sell |
7,820
-164
| -2% | -$13.3K | 0.1% | 104 |
|
|
2019
Q4 | $728K | Buy |
7,984
+46
| +0.6% | +$4.2K | 0.1% | 111 |
|
|
2019
Q3 | $761K | Sell |
7,938
-415
| -5% | -$39.8K | 0.12% | 109 |
|
|
2019
Q2 | $737K | Buy |
8,353
+210
| +3% | +$18.5K | 0.12% | 106 |
|
|
2019
Q1 | $733K | Sell |
8,143
-574
| -7% | -$51.7K | 0.14% | 103 |
|
|
2018
Q4 | $752K | Sell |
8,717
-192
| -2% | -$16.6K | 0.17% | 87 |
|
|
2018
Q3 | $713K | Buy |
+8,909
| New | +$713K | 0.14% | 98 |
|