Icon Wealth Partners’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 | $121K | Sell |
1,366
-227
| -14% | -$20K | 0.01% | 356 |
|
|
2023
Q2 | $143K | Buy |
1,593
+40
| +3% | +$3.59K | 0.02% | 355 |
|
|
2023
Q1 | $150K | Buy |
+1,553
| New | +$150K | 0.02% | 352 |
|
|
2020
Q3 | – | Sell |
-9,217
| Closed | -$736K | – | 274 |
|
|
2020
Q2 | $736K | Buy |
+9,217
| New | +$736K | 0.18% | 102 |
|
|
2019
Q2 | – | Sell |
-1,675
| Closed | -$151K | – | 320 |
|
|
2019
Q1 | $151K | Sell |
1,675
-22
| -1% | -$1.98K | 0.06% | 176 |
|
|
2018
Q4 | $146K | Sell |
1,697
-191
| -10% | -$16.4K | 0.07% | 170 |
|
|
2018
Q3 | $151K | Hold |
1,888
| – | – | 0.06% | 206 |
|
|
2018
Q2 | $149K | Buy |
1,888
+125
| +7% | +$9.87K | 0.06% | 192 |
|
|
2018
Q1 | $137K | Sell |
1,763
-1,266
| -42% | -$98.4K | 0.07% | 206 |
|
|
2017
Q4 | $255K | Buy |
+3,029
| New | +$255K | 0.13% | 150 |
|