Koshinski Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,416
| Closed | -$186K | – | 929 |
|
|
2022
Q1 | $186K | Buy |
3,416
+398
| +13% | +$21.7K | 0.02% | 607 |
|
|
2021
Q4 | $138K | Buy |
3,018
+295
| +11% | +$13.5K | 0.01% | 742 |
|
|
2021
Q3 | $121K | Buy |
+2,723
| New | +$121K | 0.01% | 771 |
|
|
2018
Q3 | – | Sell |
-6,475
| Closed | -$512K | – | 530 |
|
|
2018
Q2 | $512K | Buy |
+6,475
| New | +$512K | 0.16% | 201 |
|
|
2018
Q1 | – | Sell |
-10,492
| Closed | -$883K | – | 377 |
|
|
2017
Q4 | $883K | Sell |
10,492
-739
| -7% | -$62.2K | 0.22% | 159 |
|
|
2017
Q3 | $943K | Sell |
11,231
-196
| -2% | -$16.5K | 0.31% | 102 |
|
|
2017
Q2 | $955K | Sell |
11,427
-4,942
| -30% | -$413K | 0.35% | 89 |
|
|
2017
Q1 | $1.34M | Buy |
16,369
+5,964
| +57% | +$489K | 0.53% | 54 |
|
|
2016
Q4 | $808K | Buy |
10,405
+250
| +2% | +$19.4K | 0.4% | 84 |
|
|
2016
Q3 | $813K | Buy |
10,155
+5,023
| +98% | +$402K | 0.4% | 86 |
|
|
2016
Q2 | $440K | Buy |
+5,132
| New | +$440K | 0.24% | 139 |
|