IndexIQ Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.42M | Buy |
+30,636
| New | +$3.42M | 0.12% | 178 |
|
|
2020
Q1 | – | Sell |
-46,436
| Closed | -$4.24M | – | 1070 |
|
|
2019
Q4 | $4.24M | Buy |
46,436
+10,057
| +28% | +$917K | 0.15% | 135 |
|
|
2019
Q3 | $3.49M | Sell |
36,379
-12,447
| -25% | -$1.19M | 0.12% | 128 |
|
|
2019
Q2 | $4.31M | Sell |
48,826
-929
| -2% | -$82K | 0.13% | 132 |
|
|
2019
Q1 | $4.48M | Buy |
+49,755
| New | +$4.48M | 0.13% | 116 |
|
|
2018
Q1 | – | Sell |
-9,361
| Closed | -$787K | – | 589 |
|
|
2017
Q4 | $787K | Buy |
+9,361
| New | +$787K | 0.03% | 446 |
|