Icon Wealth Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $121K | Sell |
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|
2023
Q2 | $143K | Buy |
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|
2023
Q1 | $150K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $736K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $151K | Sell |
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|
2018
Q4 | $146K | Sell |
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|
2018
Q3 | $151K | Hold |
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|
2018
Q2 | $149K | Buy |
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|
2018
Q1 | $137K | Sell |
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|
2017
Q4 | $255K | Buy |
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