ICA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $166K | Sell |
1,661
-2,515
| -60% | -$252K | 0.1% | 119 |
|
|
2024
Q1 | $404K | Sell |
4,176
-153
| -4% | -$14.8K | 0.08% | 189 |
|
|
2023
Q4 | $420K | Sell |
4,329
-247
| -5% | -$24K | 0.09% | 166 |
|
|
2023
Q3 | $402K | Sell |
4,576
-1,019
| -18% | -$89.6K | 0.11% | 153 |
|
|
2023
Q2 | $502K | Sell |
5,595
-477
| -8% | -$42.8K | 0.13% | 133 |
|
|
2023
Q1 | $586K | Sell |
6,072
-198
| -3% | -$19.1K | 0.14% | 138 |
|
|
2022
Q4 | $645K | Sell |
6,270
-13,455
| -68% | -$1.39M | 0.15% | 132 |
|
|
2022
Q3 | $1.84M | Buy |
19,725
+1,763
| +10% | +$164K | 0.39% | 64 |
|
|
2022
Q2 | $2.03M | Sell |
17,962
-546
| -3% | -$61.8K | 0.38% | 65 |
|
|
2022
Q1 | $2.06M | Buy |
+18,508
| New | +$2.06M | 0.39% | 62 |
|