Destiny Wealth Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-66
| Closed | -$6.8K | – | 298 |
|
|
2022
Q4 | $6.8K | Hold |
66
| – | – | ﹤0.01% | 530 |
|
|
2022
Q3 | $6K | Hold |
66
| – | – | ﹤0.01% | 474 |
|
|
2022
Q2 | $7K | Sell |
66
-500
| -88% | -$53K | ﹤0.01% | 473 |
|
|
2022
Q1 | $63K | Buy |
566
+22
| +4% | +$2.45K | 0.01% | 293 |
|
|
2021
Q4 | $57K | Hold |
544
| – | – | 0.01% | 307 |
|
|
2021
Q3 | $53K | Buy |
+544
| New | +$53K | 0.01% | 286 |
|
|
2021
Q2 | – | Sell |
-578
| Closed | -$56K | – | 267 |
|
|
2021
Q1 | $56K | Buy |
578
+34
| +6% | +$3.29K | 0.01% | 254 |
|
|
2020
Q4 | $50K | Buy |
+544
| New | +$50K | 0.01% | 285 |
|