FWM
ForthRight Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,651
| Closed | -$353K | – | 67 |
|
|
2024
Q1 | $353K | Buy |
3,651
+21
| +0.6% | +$2.03K | 0.13% | 47 |
|
|
2023
Q4 | $352K | Sell |
3,630
-21
| -0.6% | -$2.04K | 0.14% | 44 |
|
|
2023
Q3 | $322K | Buy |
3,651
+369
| +11% | +$32.6K | 0.14% | 42 |
|
|
2023
Q2 | $295K | Buy |
3,282
+20
| +0.6% | +$1.8K | 0.12% | 42 |
|
|
2023
Q1 | $315K | Buy |
3,262
+19
| +0.6% | +$1.83K | 0.14% | 41 |
|
|
2022
Q4 | $334K | Buy |
3,243
+17
| +0.5% | +$1.75K | 0.17% | 36 |
|
|
2022
Q3 | $300K | Buy |
3,226
+17
| +0.5% | +$1.58K | 0.18% | 37 |
|
|
2022
Q2 | $344K | Buy |
3,209
+17
| +0.5% | +$1.82K | 0.19% | 34 |
|
|
2022
Q1 | $356K | Buy |
3,192
+16
| +0.5% | +$1.78K | 0.18% | 33 |
|
|
2021
Q4 | $333K | Buy |
+3,176
| New | +$333K | 0.18% | 33 |
|
|
2021
Q1 | – | Sell |
-1,793
| Closed | -$164K | – | 69 |
|
|
2020
Q4 | $164K | Buy |
+1,793
| New | +$164K | 0.13% | 33 |
|