Johnson Midwest Financial’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $79.2K | Hold |
898
| – | – | 0.18% | 63 |
|
|
2023
Q2 | $80.6K | Buy |
898
+6
| +0.7% | +$538 | 0.07% | 64 |
|
|
2023
Q1 | $86.1K | Buy |
892
+5
| +0.6% | +$482 | 0.12% | 60 |
|
|
2022
Q4 | $91K | Buy |
887
+5
| +0.6% | +$513 | 0.33% | 53 |
|
|
2022
Q3 | $82 | Buy |
882
+5
| +0.6% | – | 0.31% | 55 |
|
|
2022
Q2 | $94K | Buy |
877
+4
| +0.5% | +$429 | 0.13% | 57 |
|
|
2022
Q1 | $97K | Buy |
873
+5
| +0.6% | +$556 | 0.14% | 49 |
|
|
2021
Q4 | $91K | Buy |
868
+94
| +12% | +$9.86K | 0.07% | 60 |
|
|
2021
Q3 | $76K | Buy |
774
+5
| +0.7% | +$491 | 0.06% | 73 |
|
|
2021
Q2 | $76K | Buy |
769
+4
| +0.5% | +$395 | 0.07% | 67 |
|
|
2021
Q1 | $74K | Buy |
765
+5
| +0.7% | +$484 | 0.08% | 63 |
|
|
2020
Q4 | $70K | Buy |
+760
| New | +$70K | 0.07% | 72 |
|