Desjardins Global Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,202
| Closed | -$283K | – | 668 |
|
|
2023
Q3 | $283K | Buy |
3,202
+507
| +19% | +$44.7K | 0.03% | 325 |
|
|
2023
Q2 | $242K | Hold |
2,695
| – | – | 0.03% | 407 |
|
|
2023
Q1 | $260K | Buy |
2,695
+1,436
| +114% | +$139K | 0.03% | 366 |
|
|
2022
Q4 | $130K | Sell |
1,259
-1,778
| -59% | -$184K | 0.02% | 380 |
|
|
2022
Q3 | $283K | Buy |
+3,037
| New | +$283K | 0.04% | 302 |
|