Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 249 |
|
|
2022
Q1 | $4K | Hold |
33
| – | – | ﹤0.01% | 258 |
|
|
2021
Q4 | $3K | Hold |
33
| – | – | ﹤0.01% | 294 |
|
|
2021
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 277 |
|
|
2021
Q2 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 287 |
|
|
2020
Q1 | $7K | Hold |
90
| – | – | 0.01% | 133 |
|
|
2019
Q4 | $8K | Buy |
+90
| New | +$8K | ﹤0.01% | 295 |
|
|
2019
Q2 | $98K | Hold |
1,105
| – | – | 0.03% | 85 |
|
|
2019
Q1 | $98K | Sell |
1,105
-7,140
| -87% | -$633K | 0.03% | 85 |
|
|
2018
Q4 | $712K | Buy |
+8,245
| New | +$712K | 0.27% | 65 |
|