Intercontinental Wealth Advisors’s Duke Energy DUK Stock Holding History

Intercontinental Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$386K	Sell
2023 Q1	$536K	Sell
2022 Q4	$583K	Sell
2022 Q3	$572K	Sell
2022 Q2	$674K	Buy
2022 Q1	$699K	Sell
2021 Q4	$658K	Buy
2021 Q3	$473K	Sell
2021 Q2	$764K	Sell
2021 Q1	$806K	Sell
2020 Q4	$800K	Sell
2020 Q3	$957K	Sell
2020 Q2	$914K	Sell
2020 Q1	$1.04M	Buy
2019 Q4	$678K	Sell
2019 Q3	$1.5M	Sell
2019 Q2	$1.39M	Sell
2019 Q1	$1.5M	Sell
2018 Q4	$1.46M	Sell
2018 Q3	$1.49M	Sell
2018 Q2	$1.6M	Sell
2018 Q1	$1.65M	Sell
2017 Q4	$2.27M	Sell
2017 Q3	$2.62M	Sell
2017 Q2	$2.72M	Sell
2017 Q1	$3.01M	Buy
2016 Q4	$2.71M	Sell
2016 Q3	$2.88M	Sell
2016 Q2	$3.12M	Sell
2016 Q1	$3.02M	Sell
2015 Q4	$3.07M	Buy