Estate Counselors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-591
| Closed | -$54K | – | 152 |
|
|
2022
Q3 | $54K | Hold |
591
| – | – | 0.01% | 134 |
|
|
2022
Q2 | $63K | Hold |
591
| – | – | 0.01% | 131 |
|
|
2022
Q1 | $65K | Hold |
591
| – | – | 0.01% | 141 |
|
|
2021
Q4 | $61K | Hold |
591
| – | – | 0.01% | 152 |
|
|
2021
Q3 | $57K | Hold |
591
| – | – | 0.01% | 162 |
|
|
2021
Q2 | $58K | Hold |
591
| – | – | 0.01% | 157 |
|
|
2021
Q1 | $57K | Hold |
591
| – | – | 0.01% | 153 |
|
|
2020
Q4 | $54K | Buy |
+591
| New | +$54K | 0.01% | 127 |
|
|
2020
Q3 | – | Sell |
-591
| Closed | -$47K | – | 123 |
|
|
2020
Q2 | $47K | Buy |
+591
| New | +$47K | 0.01% | 139 |
|