Great Lakes Retirement’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-88
| Closed | -$8.85K | – | 319 |
|
|
2024
Q2 | $8.85K | Buy |
+88
| New | +$8.85K | ﹤0.01% | 488 |
|
|
2024
Q1 | – | Sell |
-9,108
| Closed | -$884K | – | 221 |
|
|
2023
Q4 | $884K | Buy |
9,108
+353
| +4% | +$34.3K | 0.15% | 134 |
|
|
2023
Q3 | $773K | Buy |
8,755
+230
| +3% | +$20.3K | 0.14% | 142 |
|
|
2023
Q2 | $765K | Buy |
8,525
+516
| +6% | +$46.3K | 0.14% | 141 |
|
|
2023
Q1 | $773K | Buy |
8,009
+284
| +4% | +$27.4K | 0.15% | 134 |
|
|
2022
Q4 | $796K | Buy |
+7,725
| New | +$796K | 0.2% | 87 |
|