Magnus Financial Group’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 | – | Sell |
-2,578
| Closed | -$236K | – | 261 |
|
|
2020
Q4 | $236K | Buy |
+2,578
| New | +$236K | 0.02% | 260 |
|
|
2020
Q3 | – | Sell |
-2,799
| Closed | -$224K | – | 398 |
|
|
2020
Q2 | $224K | Buy |
2,799
+49
| +2% | +$3.92K | 0.02% | 526 |
|
|
2020
Q1 | $222K | Buy |
2,750
+256
| +10% | +$20.7K | 0.03% | 415 |
|
|
2019
Q4 | $227K | Buy |
2,494
+33
| +1% | +$3K | 0.03% | 432 |
|
|
2019
Q3 | $236K | Hold |
2,461
| – | – | 0.04% | 374 |
|
|
2019
Q2 | $217K | Hold |
2,461
| – | – | 0.04% | 413 |
|
|
2019
Q1 | $221K | Buy |
+2,461
| New | +$221K | 0.05% | 388 |
|