Janiczek Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $176K | Buy |
1,753
+3
| +0.2% | +$301 | 0.04% | 203 |
|
|
2024
Q1 | $169K | Sell |
1,750
-717
| -29% | -$69.3K | 0.04% | 204 |
|
|
2023
Q4 | $239K | Buy |
2,467
+1,329
| +117% | +$129K | 0.06% | 139 |
|
|
2023
Q3 | $100K | Sell |
1,138
-167
| -13% | -$14.7K | 0.03% | 248 |
|
|
2023
Q2 | $117K | Sell |
1,305
-377
| -22% | -$33.8K | 0.03% | 193 |
|
|
2023
Q1 | $164K | Sell |
1,682
-660
| -28% | -$64.4K | 0.05% | 144 |
|
|
2022
Q4 | $246K | Sell |
2,342
-188
| -7% | -$19.8K | 0.07% | 99 |
|
|
2022
Q3 | $226K | Buy |
2,530
+683
| +37% | +$61K | 0.07% | 88 |
|
|
2022
Q2 | $203K | Buy |
1,847
+792
| +75% | +$87K | 0.06% | 99 |
|
|
2022
Q1 | $118K | Buy |
1,055
+122
| +13% | +$13.6K | 0.03% | 181 |
|
|
2021
Q4 | $98K | Buy |
933
+89
| +11% | +$9.35K | 0.03% | 189 |
|
|
2021
Q3 | $82K | Buy |
844
+71
| +9% | +$6.9K | 0.03% | 201 |
|
|
2021
Q2 | $76K | Buy |
773
+61
| +9% | +$6K | 0.03% | 187 |
|
|
2021
Q1 | $69K | Sell |
712
-44
| -6% | -$4.26K | 0.03% | 187 |
|
|
2020
Q4 | $69K | Buy |
756
+406
| +116% | +$37.1K | 0.03% | 149 |
|
|
2020
Q3 | $31K | Buy |
350
+5
| +1% | +$443 | 0.02% | 122 |
|
|
2020
Q2 | $28K | Buy |
345
+39
| +13% | +$3.17K | 0.02% | 105 |
|
|
2020
Q1 | $25K | Hold |
306
| – | – | 0.01% | 80 |
|
|
2019
Q4 | $28K | Hold |
306
| – | – | 0.01% | 83 |
|
|
2019
Q3 | $29K | Hold |
306
| – | – | 0.01% | 83 |
|
|
2019
Q2 | $27K | Hold |
306
| – | – | 0.01% | 90 |
|
|
2019
Q1 | $28K | Hold |
306
| – | – | 0.01% | 86 |
|
|
2018
Q4 | $26K | Hold |
306
| – | – | 0.01% | 90 |
|
|
2018
Q3 | $24K | Hold |
306
| – | – | 0.01% | 80 |
|
|
2018
Q2 | $24K | Buy |
+306
| New | +$24K | 0.01% | 83 |
|