Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $258K | Sell |
2,395
-285
| -11% | -$30.7K | 0.02% | 229 |
|
|
2024
Q3 | $309K | Sell |
2,680
-51
| -2% | -$5.88K | 0.02% | 216 |
|
|
2024
Q2 | $274K | Buy |
2,731
+184
| +7% | +$18.4K | 0.05% | 107 |
|
|
2024
Q1 | $245K | Buy |
+2,547
| New | +$245K | 0.02% | 220 |
|
|
2019
Q3 | – | Sell |
-848
| Closed | -$75K | – | 308 |
|
|
2019
Q2 | $75K | Buy |
848
+225
| +36% | +$19.9K | 0.01% | 242 |
|
|
2019
Q1 | $56K | Buy |
623
+16
| +3% | +$1.44K | 0.01% | 249 |
|
|
2018
Q4 | $52K | Buy |
+607
| New | +$52K | 0.01% | 272 |
|