CSat Investment Advisory’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $12K | Buy |
128
+30
| +31% | +$2.81K | 0.01% | 433 |
|
|
2020
Q4 | $9K | Sell |
98
-2,590
| -96% | -$238K | 0.01% | 438 |
|
|
2020
Q3 | $238K | Buy |
2,688
+277
| +11% | +$24.5K | 0.02% | 248 |
|
|
2020
Q2 | $193K | Buy |
2,411
+635
| +36% | +$50.8K | 0.02% | 319 |
|
|
2020
Q1 | $144K | Buy |
1,776
+226
| +15% | +$18.3K | 0.03% | 286 |
|
|
2019
Q4 | $141K | Buy |
1,550
+229
| +17% | +$20.8K | 0.04% | 287 |
|
|
2019
Q3 | $126K | Buy |
1,321
+163
| +14% | +$15.5K | 0.04% | 279 |
|
|
2019
Q2 | $102K | Buy |
1,158
+1,109
| +2,263% | +$97.7K | 0.04% | 292 |
|
|
2019
Q1 | $4K | Buy |
49
+6
| +14% | +$490 | ﹤0.01% | 514 |
|
|
2018
Q4 | $4K | Hold |
43
| – | – | ﹤0.01% | 500 |
|
|
2018
Q3 | $3K | Sell |
43
-2
| -4% | -$140 | ﹤0.01% | 507 |
|
|
2018
Q2 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 476 |
|