Laidlaw 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
Q4 | – | Sell |
-4,492
| Closed | -$396K | – | 239 |
|
|
2023
Q3 | $396K | Sell |
4,492
-4,918
| -52% | -$434K | 0.13% | 172 |
|
|
2023
Q2 | $844K | Buy |
9,410
+338
| +4% | +$30.3K | 0.17% | 136 |
|
|
2023
Q1 | $875K | Buy |
9,072
+457
| +5% | +$44.1K | 0.18% | 135 |
|
|
2022
Q4 | $887K | Buy |
8,615
+339
| +4% | +$34.9K | 0.19% | 134 |
|
|
2022
Q3 | $770K | Buy |
8,276
+148
| +2% | +$13.8K | 0.18% | 133 |
|
|
2022
Q2 | $871K | Buy |
8,128
+479
| +6% | +$51.3K | 0.18% | 136 |
|
|
2022
Q1 | $854K | Sell |
7,649
-413
| -5% | -$46.1K | 0.14% | 153 |
|
|
2021
Q4 | $846K | Buy |
8,062
+1,657
| +26% | +$174K | 0.14% | 155 |
|
|
2021
Q3 | $625K | Buy |
6,405
+1,757
| +38% | +$171K | 0.16% | 129 |
|
|
2021
Q2 | $459K | Buy |
4,648
+251
| +6% | +$24.8K | 0.12% | 159 |
|
|
2021
Q1 | $424K | Sell |
4,397
-1,436
| -25% | -$138K | 0.14% | 139 |
|
|
2020
Q4 | $534K | Buy |
+5,833
| New | +$534K | 0.11% | 182 |
|