Heritage Wealth Management (Arizona)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $51.9K | Buy |
504
+315
| +167% | +$32.4K | 0.01% | 493 |
|
|
2022
Q3 | $18K | Buy |
189
+13
| +7% | +$1.24K | 0.01% | 550 |
|
|
2022
Q2 | $18.9K | Hold |
176
| – | – | 0.01% | 549 |
|
|
2022
Q1 | $20K | Buy |
+176
| New | +$20K | 0.01% | 598 |
|
|
2021
Q3 | $44K | Sell |
447
-1
| -0.2% | -$98 | 0.02% | 461 |
|
|
2021
Q2 | $44K | Sell |
448
-348
| -44% | -$34.2K | 0.02% | 470 |
|
|
2021
Q1 | $77K | Buy |
+796
| New | +$77K | 0.04% | 290 |
|