JCIC Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-24
| Closed | -$3K | – | 124 |
|
|
2022
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 114 |
|
|
2021
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 118 |
|
|
2021
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 114 |
|
|
2021
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 118 |
|
|
2021
Q1 | $2K | Hold |
24
| – | – | ﹤0.01% | 118 |
|
|
2020
Q4 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 101 |
|
|
2015
Q3 | – | Sell |
-447
| Closed | -$32K | – | 106 |
|
|
2015
Q2 | $32K | Hold |
447
| – | – | 0.01% | 68 |
|
|
2015
Q1 | $34K | Buy |
+447
| New | +$34K | 0.01% | 70 |
|