Lighthouse 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $358K | Sell |
3,710
-633
| -15% | -$61.1K | 0.11% | 87 |
|
|
2020
Q4 | $397K | Buy |
4,343
+62
| +1% | +$5.67K | 0.13% | 83 |
|
|
2020
Q3 | $379K | Buy |
4,281
+38
| +0.9% | +$3.36K | 0.14% | 78 |
|
|
2020
Q2 | $339K | Sell |
4,243
-51
| -1% | -$4.08K | 0.14% | 76 |
|
|
2020
Q1 | $340K | Buy |
4,294
+124
| +3% | +$9.82K | 0.21% | 64 |
|
|
2019
Q4 | $380K | Buy |
+4,170
| New | +$380K | 0.18% | 65 |
|