Foresight 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 | – | Sell |
-2,421
| Closed | -$239K | – | 124 |
|
|
2021
Q2 | $239K | Buy |
2,421
+75
| +3% | +$7.4K | 0.05% | 107 |
|
|
2021
Q1 | $226K | Hold |
2,346
| – | – | 0.06% | 96 |
|
|
2020
Q4 | $215K | Hold |
2,346
| – | – | 0.06% | 102 |
|
|
2020
Q3 | $208K | Buy |
+2,346
| New | +$208K | 0.07% | 82 |
|
|
2020
Q1 | – | Sell |
-2,346
| Closed | -$214K | – | 92 |
|
|
2019
Q4 | $214K | Hold |
2,346
| – | – | 0.13% | 90 |
|
|
2019
Q3 | $225K | Hold |
2,346
| – | – | 0.16% | 85 |
|
|
2019
Q2 | $207K | Hold |
2,346
| – | – | 0.16% | 94 |
|
|
2019
Q1 | $211K | Hold |
2,346
| – | – | 0.18% | 88 |
|
|
2018
Q4 | $202K | Buy |
+2,346
| New | +$202K | 0.21% | 83 |
|