Domani Wealth’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 | $371K | Buy |
3,849
+160
| +4% | +$15.4K | 0.09% | 88 |
|
|
2022
Q4 | $380K | Buy |
3,689
+40
| +1% | +$4.12K | 0.1% | 86 |
|
|
2022
Q3 | $339K | Hold |
3,649
| – | – | 0.1% | 79 |
|
|
2022
Q2 | $391K | Sell |
3,649
-400
| -10% | -$42.9K | 0.11% | 80 |
|
|
2022
Q1 | $452K | Buy |
4,049
+132
| +3% | +$14.7K | 0.1% | 86 |
|
|
2021
Q4 | $411K | Buy |
3,917
+1,194
| +44% | +$125K | 0.08% | 89 |
|
|
2021
Q3 | $266K | Sell |
2,723
-12
| -0.4% | -$1.17K | 0.06% | 102 |
|
|
2021
Q2 | $270K | Hold |
2,735
| – | – | 0.05% | 106 |
|
|
2021
Q1 | $264K | Hold |
2,735
| – | – | 0.05% | 117 |
|
|
2020
Q4 | $250K | Buy |
2,735
+12
| +0.4% | +$1.1K | 0.05% | 112 |
|
|
2020
Q3 | $241K | Hold |
2,723
| – | – | 0.05% | 110 |
|
|
2020
Q2 | $218K | Hold |
2,723
| – | – | 0.05% | 118 |
|
|
2020
Q1 | $220K | Sell |
2,723
-209
| -7% | -$16.9K | 0.06% | 116 |
|
|
2019
Q4 | $267K | Buy |
2,932
+9
| +0.3% | +$820 | 0.09% | 96 |
|
|
2019
Q3 | $280K | Buy |
2,923
+8
| +0.3% | +$766 | 0.1% | 88 |
|
|
2019
Q2 | $257K | Buy |
2,915
+9
| +0.3% | +$793 | 0.1% | 88 |
|
|
2019
Q1 | $262K | Buy |
+2,906
| New | +$262K | 0.11% | 92 |
|