Disciplined Investments’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,060
| Closed | -$95.1K | – | 509 |
|
|
2023
Q2 | $95.1K | Buy |
1,060
+1
| +0.1% | +$90 | 0.05% | 153 |
|
|
2023
Q1 | $102K | Buy |
1,059
+264
| +33% | +$25.5K | 0.04% | 164 |
|
|
2022
Q4 | $81.9K | Sell |
795
-271
| -25% | -$27.9K | 0.04% | 163 |
|
|
2022
Q3 | $99K | Sell |
1,066
-20
| -2% | -$1.86K | 0.05% | 159 |
|
|
2022
Q2 | $116K | Buy |
1,086
+1
| +0.1% | +$107 | 0.05% | 154 |
|
|
2022
Q1 | $121K | Buy |
1,085
+302
| +39% | +$33.7K | 0.05% | 152 |
|
|
2021
Q4 | $82K | Buy |
783
+200
| +34% | +$20.9K | 0.04% | 167 |
|
|
2021
Q3 | $57K | Hold |
583
| – | – | 0.03% | 188 |
|
|
2021
Q2 | $58K | Hold |
583
| – | – | 0.03% | 188 |
|
|
2021
Q1 | $56K | Buy |
583
+266
| +84% | +$25.6K | 0.03% | 174 |
|
|
2020
Q4 | $29K | Hold |
317
| – | – | 0.02% | 178 |
|
|
2020
Q3 | $28K | Hold |
317
| – | – | 0.02% | 194 |
|
|
2020
Q2 | $25K | Hold |
317
| – | – | 0.02% | 207 |
|
|
2020
Q1 | $26K | Hold |
317
| – | – | 0.02% | 198 |
|
|
2019
Q4 | $29K | Buy |
+317
| New | +$29K | 0.02% | 205 |
|