MBM Wealth Consultants’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-410
| Closed | -$39K | – | 351 |
|
|
2022
Q3 | $39K | Hold |
410
| – | – | 0.02% | 159 |
|
|
2022
Q2 | $44K | Hold |
410
| – | – | 0.02% | 163 |
|
|
2022
Q1 | $46K | Hold |
410
| – | – | 0.02% | 185 |
|
|
2021
Q4 | $43K | Buy |
410
+116
| +39% | +$12.2K | 0.02% | 177 |
|
|
2021
Q3 | $29K | Buy |
294
+45
| +18% | +$4.44K | 0.01% | 183 |
|
|
2021
Q2 | $25K | Buy |
249
+29
| +13% | +$2.91K | 0.01% | 178 |
|
|
2021
Q1 | $21K | Buy |
+220
| New | +$21K | 0.01% | 189 |
|