CWM
Curi Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,293
| Closed | -$1.48M | – | 41 |
|
|
2023
Q4 | $1.48M | Sell |
15,293
-238
| -2% | -$23.1K | 0.21% | 54 |
|
|
2023
Q3 | $1.37M | Sell |
15,531
-525
| -3% | -$46.3K | 0.21% | 55 |
|
|
2023
Q2 | $1.44M | Sell |
16,056
-496
| -3% | -$44.5K | 0.19% | 56 |
|
|
2023
Q1 | $1.6M | Sell |
16,552
-3,172
| -16% | -$306K | 0.23% | 53 |
|
|
2022
Q4 | $2.03M | Buy |
19,724
+2,504
| +15% | +$258K | 0.28% | 54 |
|
|
2022
Q3 | $1.6M | Buy |
17,220
+12,028
| +232% | +$1.12M | 0.27% | 52 |
|
|
2022
Q2 | $557K | Buy |
5,192
+158
| +3% | +$17K | 0.11% | 61 |
|
|
2022
Q1 | $562K | Buy |
5,034
+8
| +0.2% | +$893 | 0.1% | 57 |
|
|
2021
Q4 | $527K | Buy |
5,026
+11
| +0.2% | +$1.15K | 0.09% | 66 |
|
|
2021
Q3 | $489K | Buy |
5,015
+9
| +0.2% | +$878 | 0.23% | 42 |
|
|
2021
Q2 | $494K | Buy |
5,006
+8
| +0.2% | +$789 | 0.25% | 43 |
|
|
2021
Q1 | $482K | Sell |
4,998
-1,991
| -28% | -$192K | 0.31% | 39 |
|
|
2020
Q4 | $639K | Buy |
+6,989
| New | +$639K | 0.46% | 32 |
|