Evolution Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-143
| Closed | -$14K | – | 287 |
|
|
2021
Q3 | $14K | Hold |
143
| – | – | ﹤0.01% | 360 |
|
|
2021
Q2 | $14K | Hold |
143
| – | – | ﹤0.01% | 356 |
|
|
2021
Q1 | $14K | Buy |
143
+42
| +42% | +$4.11K | ﹤0.01% | 354 |
|
|
2020
Q4 | $9K | Hold |
101
| – | – | ﹤0.01% | 357 |
|
|
2020
Q3 | $9K | Hold |
101
| – | – | ﹤0.01% | 366 |
|
|
2020
Q2 | $8K | Buy |
+101
| New | +$8K | ﹤0.01% | 313 |
|
|
2020
Q1 | – | Sell |
-102
| Closed | -$9K | – | 399 |
|
|
2019
Q4 | $9K | Buy |
+102
| New | +$9K | ﹤0.01% | 314 |
|
|
2019
Q3 | – | Sell |
-101
| Closed | -$9K | – | 508 |
|
|
2019
Q2 | $9K | Buy |
+101
| New | +$9K | ﹤0.01% | 183 |
|