Diversified Portfolios Inc’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 |
-3,403
| Closed | -$350K | – | 135 |
|
|
2022
Q4 | $350K | Hold |
3,403
| – | – | 0.08% | 104 |
|
|
2022
Q3 | $317K | Buy |
3,403
+207
| +6% | +$19.3K | 0.09% | 107 |
|
|
2022
Q2 | $343K | Sell |
3,196
-206
| -6% | -$22.1K | 0.1% | 98 |
|
|
2022
Q1 | $380K | Sell |
3,402
-2,072
| -38% | -$231K | 0.09% | 100 |
|
|
2021
Q4 | $574K | Buy |
5,474
+2,109
| +63% | +$221K | 0.14% | 77 |
|
|
2021
Q3 | $328K | Sell |
3,365
-250
| -7% | -$24.4K | 0.09% | 98 |
|
|
2021
Q2 | $357K | Hold |
3,615
| – | – | 0.13% | 80 |
|
|
2021
Q1 | $349K | Buy |
3,615
+181
| +5% | +$17.5K | 0.11% | 71 |
|
|
2020
Q4 | $314K | Buy |
+3,434
| New | +$314K | 0.11% | 72 |
|