Marietta Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $598K | Sell |
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|
2020
Q3 | $3.02M | Sell |
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|
2020
Q2 | $3.06M | Buy |
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|
2020
Q1 | $2.48M | Buy |
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|
2019
Q4 | $2.44M | Buy |
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|
2019
Q3 | $2.44M | Buy |
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|
2019
Q2 | $400K | Buy |
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|
2019
Q1 | $382K | Buy |
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|
2018
Q4 | $286K | Sell |
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|
2018
Q3 | $337K | Buy |
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|
2018
Q2 | $330K | Buy |
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|
2018
Q1 | $293K | Sell |
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|
2017
Q4 | $322K | Sell |
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|
2017
Q3 | $326K | Sell |
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|
2017
Q2 | $330K | Sell |
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|
2017
Q1 | $366K | Sell |
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|
2016
Q4 | $445K | Buy |
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