JOYN Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $229K | Buy |
2,828
+58
| +2% | +$4.7K | 0.08% | 89 |
|
|
2019
Q4 | $253K | Buy |
2,770
+100
| +4% | +$9.13K | 0.05% | 96 |
|
|
2019
Q3 | $256K | Sell |
2,670
-171
| -6% | -$16.4K | 0.06% | 85 |
|
|
2019
Q2 | $247K | Buy |
2,841
+468
| +20% | +$40.7K | 0.06% | 98 |
|
|
2019
Q1 | $214K | Sell |
2,373
-541
| -19% | -$48.8K | 0.05% | 105 |
|
|
2018
Q4 | $251K | Sell |
2,914
-1,067
| -27% | -$91.9K | 0.06% | 88 |
|
|
2018
Q3 | $319K | Buy |
3,981
+69
| +2% | +$5.53K | 0.06% | 85 |
|
|
2018
Q2 | $309K | Buy |
3,912
+3,708
| +1,818% | +$293K | 0.07% | 92 |
|
|
2018
Q1 | $16K | Buy |
+204
| New | +$16K | ﹤0.01% | 710 |
|