CSat Investment Advisory’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $12K | Buy |
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|
2020
Q4 | $9K | Sell |
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|
2020
Q3 | $238K | Buy |
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|
2020
Q2 | $193K | Buy |
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|
2020
Q1 | $144K | Buy |
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|
2019
Q4 | $141K | Buy |
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|
2019
Q3 | $126K | Buy |
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|
2019
Q2 | $102K | Buy |
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|
2019
Q1 | $4K | Buy |
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|
2018
Q4 | $4K | Hold |
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|
2018
Q3 | $3K | Sell |
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|
2018
Q2 | $4K | Buy |
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