ECA
Elevated Capital Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-17,292
| Closed | -$1.67M | – | 229 |
|
|
2024
Q1 | $1.67M | Buy |
17,292
+859
| +5% | +$83.1K | 0.48% | 64 |
|
|
2023
Q4 | $1.59M | Sell |
16,433
-688
| -4% | -$66.8K | 0.5% | 68 |
|
|
2023
Q3 | $1.51M | Sell |
17,121
-249
| -1% | -$22K | 0.51% | 67 |
|
|
2023
Q2 | $1.56M | Buy |
17,370
+847
| +5% | +$76K | 0.52% | 74 |
|
|
2023
Q1 | $1.59M | Buy |
16,523
+345
| +2% | +$33.3K | 0.57% | 63 |
|
|
2022
Q4 | $1.67M | Buy |
16,178
+1,130
| +8% | +$116K | 0.64% | 52 |
|
|
2022
Q3 | $1.4M | Buy |
+15,048
| New | +$1.4M | 0.55% | 59 |
|
|
2022
Q1 | $1.44M | Buy |
+12,886
| New | +$1.44M | 0.48% | 65 |
|
|
2021
Q3 | $1.04M | Buy |
+10,690
| New | +$1.04M | 0.36% | 85 |
|
|
2021
Q1 | $942K | Buy |
9,287
+410
| +5% | +$41.6K | 0.37% | 90 |
|
|
2020
Q4 | $813K | Sell |
8,877
-631
| -7% | -$57.8K | 0.35% | 96 |
|
|
2020
Q3 | $924K | Sell |
9,508
-248
| -3% | -$24.1K | 0.43% | 78 |
|
|
2020
Q2 | $795K | Buy |
+9,756
| New | +$795K | 0.37% | 101 |
|
|
2019
Q4 | $350K | Buy |
+3,835
| New | +$350K | 0.39% | 76 |
|
|
2019
Q1 | $768K | Buy |
+8,772
| New | +$768K | 0.51% | 67 |
|