Delos Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7
| Closed | -$680 | – | 379 |
|
|
2023
Q4 | $680 | Sell |
7
-125
| -95% | -$12.1K | ﹤0.01% | 225 |
|
|
2023
Q3 | $11.7K | Hold |
132
| – | – | 0.01% | 134 |
|
|
2023
Q2 | $11.8K | Hold |
132
| – | – | 0.02% | 129 |
|
|
2023
Q1 | $12.7K | Hold |
132
| – | – | 0.02% | 122 |
|
|
2022
Q4 | $13.6K | Hold |
132
| – | – | 0.02% | 125 |
|
|
2022
Q3 | $12K | Buy |
132
+7
| +6% | +$636 | 0.01% | 123 |
|
|
2022
Q2 | $13K | Hold |
125
| – | – | 0.01% | 117 |
|
|
2022
Q1 | $14K | Hold |
125
| – | – | 0.01% | 138 |
|
|
2021
Q4 | $13K | Buy |
+125
| New | +$13K | 0.01% | 183 |
|