Investment Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,864
| Closed | -$545K | – | 166 |
|
|
2022
Q3 | $545K | Buy |
+5,864
| New | +$545K | 0.16% | 127 |
|
|
2016
Q4 | – | Sell |
-9,652
| Closed | -$773K | – | 129 |
|
|
2016
Q3 | $773K | Buy |
9,652
+6,911
| +252% | +$553K | 0.44% | 73 |
|
|
2016
Q2 | $235K | Sell |
2,741
-6,336
| -70% | -$543K | 0.23% | 98 |
|
|
2016
Q1 | $648K | Buy |
+9,077
| New | +$648K | 0.42% | 73 |
|