HFR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,022
| Closed | -$208K | – | 62 |
|
|
2022
Q4 | $208K | Buy |
+2,022
| New | +$208K | 0.06% | 61 |
|
|
2022
Q3 | – | Sell |
-2,022
| Closed | -$217K | – | 55 |
|
|
2022
Q2 | $217K | Hold |
2,022
| – | – | 0.07% | 56 |
|
|
2022
Q1 | $226K | Sell |
2,022
-167
| -8% | -$18.7K | 0.06% | 58 |
|
|
2021
Q4 | $230K | Hold |
2,189
| – | – | 0.06% | 59 |
|
|
2021
Q3 | $214K | Hold |
2,189
| – | – | 0.06% | 57 |
|
|
2021
Q2 | $216K | Buy |
+2,189
| New | +$216K | 0.07% | 55 |
|