Loveless 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 | $739K | Buy |
6,890
+485
| +8% | +$52K | 0.48% | 67 |
|
|
2022
Q1 | $715K | Buy |
6,405
+635
| +11% | +$70.9K | 0.4% | 80 |
|
|
2021
Q4 | $605K | Buy |
5,770
+515
| +10% | +$54K | 0.33% | 88 |
|
|
2021
Q3 | $513K | Buy |
5,255
+1,170
| +29% | +$114K | 0.31% | 92 |
|
|
2021
Q2 | $403K | Buy |
4,085
+1,785
| +78% | +$176K | 0.25% | 104 |
|
|
2021
Q1 | $222K | Buy |
+2,300
| New | +$222K | 0.15% | 117 |
|