DPW
DiNuzzo Private Wealth’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.79K | Hold |
66
| – | – | ﹤0.01% | 296 |
|
|
2025
Q1 | $8.05K | Sell |
66
-15
| -19% | -$1.83K | ﹤0.01% | 281 |
|
|
2024
Q4 | $8.73K | Sell |
81
-4
| -5% | -$431 | ﹤0.01% | 268 |
|
|
2024
Q3 | $9.8K | Sell |
85
-15
| -15% | -$1.73K | ﹤0.01% | 257 |
|
|
2024
Q2 | $10K | Buy |
100
+6
| +6% | +$601 | ﹤0.01% | 200 |
|
|
2024
Q1 | $9.09K | Sell |
94
-19
| -17% | -$1.84K | ﹤0.01% | 187 |
|
|
2023
Q4 | $11K | Buy |
+113
| New | +$11K | ﹤0.01% | 161 |
|