Legend Financial Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-133
| Closed | -$13.3K | – | 196 |
|
|
2024
Q2 | $13.3K | Hold |
133
| – | – | 0.01% | 124 |
|
|
2024
Q1 | $12.9K | Sell |
133
-133
| -50% | -$12.9K | 0.01% | 119 |
|
|
2023
Q4 | $25.8K | Hold |
266
| – | – | 0.02% | 79 |
|
|
2023
Q3 | $23.5K | Hold |
266
| – | – | 0.02% | 89 |
|
|
2023
Q2 | $23.9K | Hold |
266
| – | – | 0.02% | 92 |
|
|
2023
Q1 | $25.7K | Hold |
266
| – | – | 0.02% | 88 |
|
|
2022
Q4 | $27.4K | Hold |
266
| – | – | 0.02% | 94 |
|
|
2022
Q3 | $24.7K | Buy |
+266
| New | +$24.7K | 0.02% | 89 |
|