JPLA
Joseph P. Lucia & Associates’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-100
| Closed | -$11K | – | 192 |
|
|
2022
Q2 | $11K | Hold |
100
| – | – | 0.01% | 300 |
|
|
2022
Q1 | $11K | Buy |
+100
| New | +$11K | 0.01% | 308 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$10K | – | 236 |
|
|
2021
Q3 | $10K | Sell |
100
-166
| -62% | -$16.6K | 0.01% | 372 |
|
|
2021
Q2 | $26K | Hold |
266
| – | – | 0.02% | 287 |
|
|
2021
Q1 | $26K | Buy |
266
+166
| +166% | +$16.2K | 0.01% | 270 |
|
|
2020
Q4 | $9K | Buy |
+100
| New | +$9K | 0.01% | 344 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$8K | – | 178 |
|
|
2020
Q2 | $8K | Hold |
100
| – | – | 0.01% | 334 |
|
|
2020
Q1 | $8K | Hold |
100
| – | – | 0.01% | 300 |
|
|
2019
Q4 | $9K | Hold |
100
| – | – | 0.01% | 315 |
|
|
2019
Q3 | $10K | Hold |
100
| – | – | 0.01% | 314 |
|
|
2019
Q2 | $9K | Sell |
100
-8,911
| -99% | -$802K | 0.01% | 312 |
|
|
2019
Q1 | $100 | Buy |
+9,011
| New | +$100 | 0.01% | 260 |
|