Lumature Wealth Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $287K | Buy |
3,194
+962
| +43% | +$86.3K | 0.17% | 113 |
|
|
2023
Q1 | $215K | Buy |
2,232
+38
| +2% | +$3.67K | 0.12% | 151 |
|
|
2022
Q4 | $226K | Hold |
2,194
| – | – | 0.13% | 137 |
|
|
2022
Q3 | $204K | Hold |
2,194
| – | – | 0.11% | 152 |
|
|
2022
Q2 | $235K | Hold |
2,194
| – | – | 0.1% | 141 |
|
|
2022
Q1 | $245K | Hold |
2,194
| – | – | 0.1% | 145 |
|
|
2021
Q4 | $230K | Hold |
2,194
| – | – | 0.09% | 137 |
|
|
2021
Q3 | $214K | Hold |
2,194
| – | – | 0.09% | 140 |
|
|
2021
Q2 | $217K | Hold |
2,194
| – | – | 0.09% | 133 |
|
|
2021
Q1 | $212K | Buy |
+2,194
| New | +$212K | 0.11% | 116 |
|