Halpern Financial’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $14.4K | Hold |
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|
2024
Q2 | $12.3K | Hold |
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|
2024
Q1 | $11.8K | Sell |
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|
2023
Q4 | $21.2K | Buy |
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|
2023
Q3 | $10.9K | Hold |
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|
2023
Q2 | $11K | Hold |
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|
2023
Q1 | $11.9K | Hold |
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|
2022
Q4 | $12.7K | Hold |
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|
2022
Q3 | $11.4K | Hold |
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|
2022
Q2 | $13.2K | Hold |
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|
2022
Q1 | $13.7K | Sell |
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|
2021
Q4 | $72.4K | Buy |
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|
2021
Q3 | $12K | Sell |
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|
2021
Q2 | $18K | Hold |
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|
2021
Q1 | $17.6K | Buy |
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|
2020
Q4 | $11.3K | Hold |
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|
2020
Q3 | $10.9K | Hold |
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|
2020
Q2 | $9.83K | Hold |
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|
2020
Q1 | $9.95K | Hold |
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|
2019
Q4 | $11.2K | Buy |
|