Essex Private 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
Q1 | – | Sell |
-4,557
| Closed | -$478K | – | 41 |
|
|
2021
Q4 | $478K | Buy |
4,557
+3
| +0.1% | +$315 | 0.4% | 42 |
|
|
2021
Q3 | $444K | Sell |
4,554
-171
| -4% | -$16.7K | 0.4% | 45 |
|
|
2021
Q2 | $466K | Sell |
4,725
-422
| -8% | -$41.6K | 0.43% | 43 |
|
|
2021
Q1 | $497K | Sell |
5,147
-718
| -12% | -$69.3K | 0.47% | 38 |
|
|
2020
Q4 | $536K | Sell |
5,865
-32
| -0.5% | -$2.92K | 0.52% | 36 |
|
|
2020
Q3 | $522K | Buy |
5,897
+19
| +0.3% | +$1.68K | 0.54% | 36 |
|
|
2020
Q2 | $469K | Buy |
5,878
+3
| +0.1% | +$239 | 0.54% | 37 |
|
|
2020
Q1 | $475K | Buy |
5,875
+53
| +0.9% | +$4.29K | 0.62% | 32 |
|
|
2019
Q4 | $531K | Buy |
+5,822
| New | +$531K | 0.54% | 38 |
|