Imprint Wealth’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.54M | Buy |
16,081
+4,021
| +33% | +$386K | 0.37% | 63 |
|
|
2023
Q4 | $1.17M | Sell |
12,060
-598
| -5% | -$58K | 0.94% | 34 |
|
|
2023
Q3 | $1.12M | Buy |
12,658
+121
| +1% | +$10.7K | 0.94% | 33 |
|
|
2023
Q2 | $1.13M | Sell |
12,537
-247
| -2% | -$22.2K | 0.71% | 40 |
|
|
2023
Q1 | $1.23M | Buy |
+12,784
| New | +$1.23M | 0.81% | 31 |
|