Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-22
| Closed | -$2.13K | – | 171 |
|
|
2024
Q1 | $2.13K | Sell |
22
-120
| -85% | -$11.6K | ﹤0.01% | 321 |
|
|
2023
Q4 | $14.6K | Hold |
142
| – | – | ﹤0.01% | 160 |
|
|
2023
Q3 | $12.5K | Hold |
142
| – | – | ﹤0.01% | 215 |
|
|
2023
Q2 | $12.7K | Sell |
142
-68
| -32% | -$6.1K | ﹤0.01% | 209 |
|
|
2023
Q1 | $20.3K | Buy |
210
+68
| +48% | +$6.56K | ﹤0.01% | 173 |
|
|
2022
Q4 | $14.6K | Buy |
142
+129
| +992% | +$13.3K | ﹤0.01% | 160 |
|
|
2022
Q3 | $1.21K | Hold |
13
| – | – | ﹤0.01% | 273 |
|
|
2022
Q2 | $1.39K | Buy |
+13
| New | +$1.39K | ﹤0.01% | 277 |
|