EdgeRock Capital’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-508
| Closed | -$51K | – | 132 |
|
|
2024
Q2 | $51K | Buy |
+508
| New | +$51K | 0.04% | 109 |
|
|
2024
Q1 | – | Sell |
-411
| Closed | -$39.6K | – | 153 |
|
|
2023
Q4 | $39.6K | Buy |
+411
| New | +$39.6K | 0.03% | 128 |
|
|
2022
Q4 | – | Sell |
-137
| Closed | -$13K | – | 151 |
|
|
2022
Q3 | $13K | Buy |
+137
| New | +$13K | 0.01% | 192 |
|