Domani Wealth’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $371K | Buy |
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|
2022
Q4 | $380K | Buy |
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|
2022
Q3 | $339K | Hold |
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $452K | Buy |
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|
2021
Q4 | $411K | Buy |
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|
2021
Q3 | $266K | Sell |
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|
2021
Q2 | $270K | Hold |
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|
2021
Q1 | $264K | Hold |
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|
2020
Q4 | $250K | Buy |
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|
2020
Q3 | $241K | Hold |
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|
2020
Q2 | $218K | Hold |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $267K | Buy |
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|
2019
Q3 | $280K | Buy |
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|
2019
Q2 | $257K | Buy |
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|
2019
Q1 | $262K | Buy |
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