Financial Enhancement Group’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 |
-273
| Closed | -$25K | – | 168 |
|
|
2022
Q3 | $25K | Hold |
273
| – | – | 0.01% | 157 |
|
|
2022
Q2 | $29K | Hold |
273
| – | – | 0.01% | 149 |
|
|
2022
Q1 | $30K | Hold |
273
| – | – | 0.01% | 153 |
|
|
2021
Q4 | $29K | Hold |
273
| – | – | 0.01% | 161 |
|
|
2021
Q3 | $27K | Buy |
273
+140
| +105% | +$13.8K | 0.01% | 161 |
|
|
2021
Q2 | $13K | Sell |
133
-304
| -70% | -$29.7K | ﹤0.01% | 175 |
|
|
2021
Q1 | $42K | Hold |
437
| – | – | 0.01% | 126 |
|
|
2020
Q4 | $40K | Buy |
437
+268
| +159% | +$24.5K | 0.01% | 148 |
|
|
2020
Q3 | $15K | Hold |
169
| – | – | ﹤0.01% | 159 |
|
|
2020
Q2 | $14K | Hold |
169
| – | – | ﹤0.01% | 172 |
|
|
2020
Q1 | $14K | Hold |
169
| – | – | ﹤0.01% | 180 |
|
|
2019
Q4 | $15K | Hold |
169
| – | – | ﹤0.01% | 175 |
|
|
2019
Q3 | $16K | Hold |
169
| – | – | ﹤0.01% | 176 |
|
|
2019
Q2 | $15K | Hold |
169
| – | – | ﹤0.01% | 178 |
|
|
2019
Q1 | $15K | Buy |
169
+36
| +27% | +$3.2K | ﹤0.01% | 195 |
|
|
2018
Q4 | $11K | Hold |
133
| – | – | ﹤0.01% | 183 |
|
|
2018
Q3 | $11K | Hold |
133
| – | – | ﹤0.01% | 183 |
|
|
2018
Q2 | $11K | Sell |
133
-105
| -44% | -$8.68K | ﹤0.01% | 173 |
|
|
2018
Q1 | $18K | Buy |
+238
| New | +$18K | 0.01% | 158 |
|