FirstPurpose Wealth’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $380K | Buy |
3,983
+365
| +10% | +$34.8K | 0.14% | 135 |
|
|
2023
Q4 | $351K | Buy |
3,618
+156
| +5% | +$15.1K | 0.13% | 141 |
|
|
2023
Q3 | $306K | Buy |
3,462
+40
| +1% | +$3.53K | 0.13% | 137 |
|
|
2023
Q2 | $307K | Buy |
3,422
+1,145
| +50% | +$103K | 0.13% | 136 |
|
|
2023
Q1 | $220K | Buy |
2,277
+118
| +5% | +$11.4K | 0.11% | 168 |
|
|
2022
Q4 | $222K | Buy |
+2,159
| New | +$222K | 0.12% | 160 |
|