Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $6K | Hold |
58
| – | – | ﹤0.01% | 137 |
|
|
2021
Q2 | $6K | Sell |
58
-25
| -30% | -$2.59K | ﹤0.01% | 138 |
|
|
2021
Q1 | $8K | Buy |
83
+25
| +43% | +$2.41K | ﹤0.01% | 129 |
|
|
2020
Q4 | $5K | Hold |
58
| – | – | ﹤0.01% | 147 |
|
|
2020
Q3 | $5K | Sell |
58
-34
| -37% | -$2.93K | ﹤0.01% | 143 |
|
|
2020
Q2 | $7K | Sell |
92
-76
| -45% | -$5.78K | 0.01% | 247 |
|
|
2020
Q1 | $14K | Buy |
168
+1
| +0.6% | +$83 | 0.02% | 113 |
|
|
2019
Q4 | $15K | Buy |
+167
| New | +$15K | 0.01% | 128 |
|