Kapitalo Investimentos’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,812
| Closed | -$324K | – | 297 |
|
|
2024
Q3 | $324K | Buy |
+2,812
| New | +$324K | 0.08% | 87 |
|
|
2024
Q2 | – | Sell |
-2,566
| Closed | -$248K | – | 208 |
|
|
2024
Q1 | $248K | Sell |
2,566
-1,081
| -30% | -$105K | 0.05% | 210 |
|
|
2023
Q4 | $354K | Buy |
+3,647
| New | +$354K | 0.07% | 156 |
|
|
2023
Q3 | – | Sell |
-2,269
| Closed | -$204K | – | 582 |
|
|
2023
Q2 | $204K | Buy |
+2,269
| New | +$204K | 0.04% | 241 |
|