DMC Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,108
| Closed | -$204K | – | 123 |
|
|
2024
Q1 | $204K | Sell |
2,108
-609
| -22% | -$58.9K | 0.18% | 120 |
|
|
2023
Q4 | $264K | Sell |
2,717
-1,191
| -30% | -$116K | 0.25% | 107 |
|
|
2023
Q3 | $345K | Sell |
3,908
-25
| -0.6% | -$2.21K | 0.32% | 85 |
|
|
2023
Q2 | $353K | Sell |
3,933
-45
| -1% | -$4.04K | 0.35% | 86 |
|
|
2023
Q1 | $378K | Buy |
3,978
+203
| +5% | +$19.3K | 0.38% | 83 |
|
|
2022
Q4 | $391K | Sell |
3,775
-56
| -1% | -$5.8K | 0.44% | 71 |
|
|
2022
Q3 | $365K | Buy |
3,831
+68
| +2% | +$6.48K | 0.44% | 66 |
|
|
2022
Q2 | $408K | Buy |
3,763
+715
| +23% | +$77.5K | 0.48% | 61 |
|
|
2022
Q1 | $348K | Buy |
3,048
+105
| +4% | +$12K | 0.39% | 70 |
|
|
2021
Q4 | $303K | Buy |
+2,943
| New | +$303K | 0.26% | 104 |
|