Dowling & Yahnke’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $224K | Buy |
2,408
+167
| +7% | +$15.5K | 0.01% | 339 |
|
|
2022
Q2 | $240K | Sell |
2,241
-47
| -2% | -$5.03K | 0.01% | 333 |
|
|
2022
Q1 | $255K | Buy |
2,288
+241
| +12% | +$26.9K | 0.01% | 332 |
|
|
2021
Q4 | $215K | Sell |
2,047
-100
| -5% | -$10.5K | 0.01% | 362 |
|
|
2021
Q3 | $210K | Buy |
+2,147
| New | +$210K | 0.01% | 355 |
|