Fiduciary Planning’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 |
-2,603
| Closed | -$254K | – | 52 |
|
|
2021
Q3 | $254K | Buy |
+2,603
| New | +$254K | 0.14% | 61 |
|
|
2021
Q2 | – | Sell |
-119
| Closed | -$11K | – | 111 |
|
|
2021
Q1 | $11K | Hold |
119
| – | – | 0.02% | 158 |
|
|
2020
Q4 | $11K | Buy |
119
+99
| +495% | +$9.15K | 0.02% | 141 |
|
|
2020
Q3 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 162 |
|