Halpern Financial’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 | $14.4K | Hold |
123
| – | – | ﹤0.01% | 145 |
|
|
2024
Q2 | $12.3K | Hold |
123
| – | – | ﹤0.01% | 149 |
|
|
2024
Q1 | $11.8K | Sell |
123
-92
| -43% | -$8.83K | ﹤0.01% | 159 |
|
|
2023
Q4 | $21.2K | Buy |
215
+92
| +75% | +$9.09K | 0.01% | 138 |
|
|
2023
Q3 | $10.9K | Hold |
123
| – | – | ﹤0.01% | 154 |
|
|
2023
Q2 | $11K | Hold |
123
| – | – | ﹤0.01% | 147 |
|
|
2023
Q1 | $11.9K | Hold |
123
| – | – | ﹤0.01% | 128 |
|
|
2022
Q4 | $12.7K | Hold |
123
| – | – | ﹤0.01% | 130 |
|
|
2022
Q3 | $11.4K | Hold |
123
| – | – | ﹤0.01% | 139 |
|
|
2022
Q2 | $13.2K | Hold |
123
| – | – | 0.01% | 146 |
|
|
2022
Q1 | $13.7K | Sell |
123
-567
| -82% | -$63.3K | 0.01% | 159 |
|
|
2021
Q4 | $72.4K | Buy |
690
+567
| +461% | +$59.5K | 0.03% | 68 |
|
|
2021
Q3 | $12K | Sell |
123
-59
| -32% | -$5.76K | 0.01% | 165 |
|
|
2021
Q2 | $18K | Hold |
182
| – | – | 0.01% | 111 |
|
|
2021
Q1 | $17.6K | Buy |
182
+59
| +48% | +$5.7K | 0.01% | 105 |
|
|
2020
Q4 | $11.3K | Hold |
123
| – | – | 0.01% | 117 |
|
|
2020
Q3 | $10.9K | Hold |
123
| – | – | 0.01% | 110 |
|
|
2020
Q2 | $9.83K | Hold |
123
| – | – | 0.01% | 103 |
|
|
2020
Q1 | $9.95K | Hold |
123
| – | – | 0.01% | 85 |
|
|
2019
Q4 | $11.2K | Buy |
+123
| New | +$11.2K | 0.01% | 111 |
|