Guerra Pan Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,093
| Closed | -$216K | – | 94 |
|
|
2022
Q4 | $216K | Buy |
+2,093
| New | +$216K | 0.29% | 87 |
|
|
2022
Q3 | – | Sell |
-2,093
| Closed | -$230K | – | 90 |
|
|
2022
Q2 | $230K | Hold |
2,093
| – | – | 0.29% | 86 |
|
|
2022
Q1 | $237K | Buy |
2,093
+100
| +5% | +$11.3K | 0.29% | 85 |
|
|
2021
Q4 | $209K | Buy |
+1,993
| New | +$209K | 0.21% | 104 |
|