Donald L. Hagan LLC’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 |
-2,312
| Closed | -$224K | – | 97 |
|
|
2024
Q1 | $224K | Hold |
2,312
| – | – | 0.12% | 95 |
|
|
2023
Q4 | $224K | Buy |
+2,312
| New | +$224K | 0.12% | 91 |
|
|
2016
Q2 | – | Sell |
-1,248
| Closed | -$101K | – | 149 |
|
|
2016
Q1 | $101K | Buy |
+1,248
| New | +$101K | 0.09% | 100 |
|
|
2015
Q4 | – | Sell |
-1,248
| Closed | -$90K | – | 138 |
|
|
2015
Q3 | $90K | Buy |
+1,248
| New | +$90K | 0.08% | 101 |
|