Harvest Group Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-312
| Closed | -$29K | – | 210 |
|
|
2020
Q4 | $29K | Buy |
312
+4
| +1% | +$372 | 0.02% | 147 |
|
|
2020
Q3 | $27K | Buy |
308
+3
| +1% | +$263 | 0.02% | 135 |
|
|
2020
Q2 | $24K | Buy |
305
+3
| +1% | +$236 | 0.02% | 141 |
|
|
2020
Q1 | $24K | Buy |
302
+4
| +1% | +$318 | 0.02% | 118 |
|
|
2019
Q4 | $27K | Buy |
298
+3
| +1% | +$272 | 0.02% | 128 |
|
|
2019
Q3 | $28K | Buy |
295
+3
| +1% | +$285 | 0.03% | 119 |
|
|
2019
Q2 | $25K | Buy |
292
+3
| +1% | +$257 | 0.03% | 128 |
|
|
2019
Q1 | $26K | Buy |
+289
| New | +$26K | 0.02% | 138 |
|