Horizons 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
Q3 | – | Sell |
-77
| Closed | -$6.91K | – | 197 |
|
|
2023
Q2 | $6.91K | Buy |
77
+29
| +60% | +$2.6K | ﹤0.01% | 163 |
|
|
2023
Q1 | $4.63K | Sell |
48
-96
| -67% | -$9.25K | ﹤0.01% | 144 |
|
|
2022
Q4 | $15K | Hold |
144
| – | – | 0.01% | 122 |
|
|
2022
Q3 | $13K | Hold |
144
| – | – | 0.01% | 114 |
|
|
2022
Q2 | $16K | Buy |
+144
| New | +$16K | 0.01% | 113 |
|