Doyle Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $845K | Buy |
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|
2022
Q2 | $948K | Sell |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $933K | Sell |
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|
2021
Q3 | $971K | Buy |
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|
2021
Q2 | $932K | Sell |
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|
2021
Q1 | $914K | Sell |
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|
2020
Q4 | $876K | Sell |
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|
2020
Q3 | $852K | Sell |
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|
2020
Q2 | $791K | Sell |
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|
2020
Q1 | $814K | Buy |
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|
2019
Q4 | $872K | Sell |
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|
2019
Q3 | $944K | Buy |
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|
2019
Q2 | $852K | Buy |
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|
2019
Q1 | $846K | Sell |
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|
2018
Q4 | $902K | Buy |
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|
2018
Q3 | $602K | Sell |
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|
2018
Q2 | $647K | Sell |
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|
2018
Q1 | $675K | Sell |
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|
2017
Q4 | $812K | Buy |
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|
2017
Q3 | $717K | Buy |
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|
2017
Q2 | $476K | Sell |
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|
2017
Q1 | $478K | Buy |
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