Freedman Financial Associates’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-914
| Closed | -$102K | – | 117 |
|
|
2022
Q1 | $102K | Hold |
914
| – | – | 0.07% | 123 |
|
|
2021
Q4 | $96K | Sell |
914
-116
| -11% | -$12.2K | 0.07% | 124 |
|
|
2021
Q3 | $101K | Buy |
1,030
+116
| +13% | +$11.4K | 0.07% | 114 |
|
|
2021
Q2 | $90K | Buy |
914
+41
| +5% | +$4.04K | 0.07% | 121 |
|
|
2021
Q1 | $84K | Hold |
873
| – | – | 0.07% | 124 |
|
|
2020
Q4 | $80K | Buy |
+873
| New | +$80K | 0.07% | 117 |
|