Doyle Wealth Management’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 | $845K | Buy |
9,089
+248
| +3% | +$23.1K | 0.07% | 105 |
|
|
2022
Q2 | $948K | Sell |
8,841
-132
| -1% | -$14.2K | 0.08% | 107 |
|
|
2022
Q1 | $1M | Buy |
8,973
+76
| +0.9% | +$8.49K | 0.07% | 116 |
|
|
2021
Q4 | $933K | Sell |
8,897
-1,054
| -11% | -$111K | 0.07% | 116 |
|
|
2021
Q3 | $971K | Buy |
9,951
+511
| +5% | +$49.9K | 0.08% | 113 |
|
|
2021
Q2 | $932K | Sell |
9,440
-25
| -0.3% | -$2.47K | 0.08% | 114 |
|
|
2021
Q1 | $914K | Sell |
9,465
-100
| -1% | -$9.66K | 0.09% | 110 |
|
|
2020
Q4 | $876K | Sell |
9,565
-51
| -0.5% | -$4.67K | 0.09% | 109 |
|
|
2020
Q3 | $852K | Sell |
9,616
-281
| -3% | -$24.9K | 0.1% | 99 |
|
|
2020
Q2 | $791K | Sell |
9,897
-162
| -2% | -$12.9K | 0.1% | 96 |
|
|
2020
Q1 | $814K | Buy |
10,059
+496
| +5% | +$40.1K | 0.13% | 77 |
|
|
2019
Q4 | $872K | Sell |
9,563
-282
| -3% | -$25.7K | 0.11% | 89 |
|
|
2019
Q3 | $944K | Buy |
9,845
+193
| +2% | +$18.5K | 0.13% | 82 |
|
|
2019
Q2 | $852K | Buy |
9,652
+34
| +0.4% | +$3K | 0.12% | 79 |
|
|
2019
Q1 | $846K | Sell |
9,618
-832
| -8% | -$73.2K | 0.12% | 79 |
|
|
2018
Q4 | $902K | Buy |
10,450
+2,921
| +39% | +$252K | 0.15% | 72 |
|
|
2018
Q3 | $602K | Sell |
7,529
-649
| -8% | -$51.9K | 0.09% | 97 |
|
|
2018
Q2 | $647K | Sell |
8,178
-537
| -6% | -$42.5K | 0.11% | 93 |
|
|
2018
Q1 | $675K | Sell |
8,715
-937
| -10% | -$72.6K | 0.11% | 80 |
|
|
2017
Q4 | $812K | Buy |
9,652
+1,105
| +13% | +$93K | 0.14% | 72 |
|
|
2017
Q3 | $717K | Buy |
8,547
+2,857
| +50% | +$240K | 0.13% | 71 |
|
|
2017
Q2 | $476K | Sell |
5,690
-141
| -2% | -$11.8K | 0.09% | 91 |
|
|
2017
Q1 | $478K | Buy |
+5,831
| New | +$478K | 0.1% | 84 |
|