Ironwood Financial’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-60
| Closed | -$6K | – | 230 |
|
|
2021
Q3 | $6K | Hold |
60
| – | – | ﹤0.01% | 418 |
|
|
2021
Q2 | $6K | Hold |
60
| – | – | ﹤0.01% | 411 |
|
|
2021
Q1 | $6K | Hold |
60
| – | – | ﹤0.01% | 395 |
|
|
2020
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 377 |
|
|
2020
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 322 |
|
|
2020
Q2 | $5K | Hold |
60
| – | – | ﹤0.01% | 305 |
|
|
2020
Q1 | $5K | Sell |
60
-6
| -9% | -$500 | ﹤0.01% | 269 |
|
|
2019
Q4 | $6K | Hold |
66
| – | – | ﹤0.01% | 298 |
|
|
2019
Q3 | $6K | Hold |
66
| – | – | ﹤0.01% | 304 |
|
|
2019
Q2 | $6K | Hold |
66
| – | – | ﹤0.01% | 305 |
|
|
2019
Q1 | $6K | Hold |
66
| – | – | ﹤0.01% | 295 |
|
|
2018
Q4 | $6K | Hold |
66
| – | – | ﹤0.01% | 281 |
|
|
2018
Q3 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 301 |
|
|
2015
Q3 | $5K | Buy |
+74
| New | +$5K | ﹤0.01% | 260 |
|