McIntyre, Freedman & Flynn Investment Advisers’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-25,638
| Closed | -$2.57M | – | 73 |
|
|
2024
Q2 | $2.57M | Buy |
25,638
+1
| +0% | +$100 | 1.85% | 23 |
|
|
2024
Q1 | $2.48M | Sell |
25,637
-90
| -0.3% | -$8.7K | 1.8% | 23 |
|
|
2023
Q4 | $2.5M | Sell |
25,727
-9
| -0% | -$873 | 2% | 18 |
|
|
2023
Q3 | $2.27M | Buy |
25,736
+10
| +0% | +$883 | 1.92% | 24 |
|
|
2023
Q2 | $2.31M | Sell |
25,726
-2,359
| -8% | -$212K | 1.97% | 24 |
|
|
2023
Q1 | $2.71M | Buy |
28,085
+77
| +0.3% | +$7.43K | 2.3% | 14 |
|
|
2022
Q4 | $2.88M | Buy |
+28,008
| New | +$2.88M | 2.39% | 15 |
|