Harvest Portfolios Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-47,957
| Closed | -$4.64M | – | 244 |
|
|
2024
Q1 | $4.64M | Buy |
47,957
+318
| +0.7% | +$30.8K | 0.18% | 93 |
|
|
2023
Q4 | $4.62M | Buy |
47,639
+3,213
| +7% | +$312K | 0.2% | 83 |
|
|
2023
Q3 | $3.92M | Buy |
44,426
+230
| +0.5% | +$20.3K | 0.19% | 87 |
|
|
2023
Q2 | $3.97M | Buy |
44,196
+4,289
| +11% | +$385K | 0.18% | 94 |
|
|
2023
Q1 | $3.85M | Buy |
39,907
+2,883
| +8% | +$278K | 0.19% | 86 |
|
|
2022
Q4 | $3.81M | Buy |
+37,024
| New | +$3.81M | 0.22% | 73 |
|