Keebeck Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,130
| Closed | -$205K | – | 263 |
|
|
2023
Q1 | $205K | Sell |
2,130
-1,200
| -36% | -$116K | 0.03% | 242 |
|
|
2022
Q4 | $343K | Buy |
3,330
+45
| +1% | +$4.64K | 0.06% | 182 |
|
|
2022
Q3 | $306K | Buy |
+3,285
| New | +$306K | 0.06% | 187 |
|
|
2021
Q3 | – | Sell |
-6,452
| Closed | -$637K | – | 223 |
|
|
2021
Q2 | $637K | Sell |
6,452
-811
| -11% | -$80.1K | 0.09% | 146 |
|
|
2021
Q1 | $701K | Buy |
7,263
+1,704
| +31% | +$164K | 0.11% | 136 |
|
|
2020
Q4 | $509K | Buy |
+5,559
| New | +$509K | 0.09% | 151 |
|
|
2020
Q3 | – | Sell |
-168
| Closed | -$13K | – | 229 |
|
|
2020
Q2 | $13K | Buy |
+168
| New | +$13K | ﹤0.01% | 299 |
|
|
2020
Q1 | – | Sell |
-1,250
| Closed | -$114K | – | 194 |
|
|
2019
Q4 | $114K | Buy |
+1,250
| New | +$114K | 0.04% | 176 |
|