Lenox Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $76K | Buy |
663
+2
| +0.3% | +$229 | 0.01% | 193 |
|
|
2021
Q4 | $69K | Sell |
661
-27
| -4% | -$2.82K | 0.01% | 216 |
|
|
2021
Q3 | $67K | Hold |
688
| – | – | 0.01% | 198 |
|
|
2021
Q2 | $68K | Buy |
688
+543
| +374% | +$53.7K | 0.01% | 190 |
|
|
2021
Q1 | $14K | Buy |
+145
| New | +$14K | ﹤0.01% | 362 |
|
|
2020
Q3 | – | Sell |
-93
| Closed | -$7K | – | 585 |
|
|
2020
Q2 | $7K | Buy |
+93
| New | +$7K | ﹤0.01% | 407 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | -$1K | – | 805 |
|
|
2019
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 668 |
|
|
2019
Q2 | – | Sell |
-159
| Closed | -$14K | – | 455 |
|
|
2019
Q1 | $14K | Buy |
+159
| New | +$14K | ﹤0.01% | 240 |
|
|
2018
Q3 | – | Sell |
-9
| Closed | -$1K | – | 443 |
|
|
2018
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 509 |
|
|
2018
Q1 | – | Sell |
-2,193
| Closed | -$184K | – | 548 |
|
|
2017
Q4 | $184K | Buy |
+2,193
| New | +$184K | 0.05% | 51 |
|
|
2016
Q4 | – | Sell |
-782
| Closed | -$63K | – | 130 |
|
|
2016
Q3 | $63K | Hold |
782
| – | – | 0.02% | 73 |
|
|
2016
Q2 | $67K | Hold |
782
| – | – | 0.02% | 72 |
|
|
2016
Q1 | $63K | Hold |
782
| – | – | 0.02% | 76 |
|
|
2015
Q4 | $56K | Hold |
782
| – | – | 0.02% | 80 |
|
|
2015
Q3 | $56K | Buy |
+782
| New | +$56K | 0.02% | 75 |
|