GYL Financial Synergies’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 | $1.74M | Sell |
15,128
-746
| -5% | -$86K | 0.13% | 144 |
|
|
2024
Q2 | $1.59M | Sell |
15,874
-600
| -4% | -$60.1K | 0.12% | 149 |
|
|
2024
Q1 | $1.59M | Buy |
16,474
+160
| +1% | +$15.5K | 0.12% | 142 |
|
|
2023
Q4 | $1.58M | Buy |
16,314
+612
| +4% | +$59.4K | 0.13% | 142 |
|
|
2023
Q3 | $1.39M | Buy |
15,702
+195
| +1% | +$17.2K | 0.13% | 144 |
|
|
2023
Q2 | $1.39M | Buy |
15,507
+3,214
| +26% | +$288K | 0.13% | 144 |
|
|
2023
Q1 | $1.19M | Buy |
+12,293
| New | +$1.19M | 0.14% | 112 |
|