Mid Atlantic Financial 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
Q3 | $753K | Buy |
|
|||||
|
2021
Q2 | $760K | Buy |
|
|||||
|
2021
Q1 | $733K | Buy |
|
|||||
|
2020
Q4 | $680K | Buy |
|
|||||
|
2020
Q3 | $675K | Sell |
|
|||||
|
2020
Q2 | $567K | Sell |
|
|||||
|
2020
Q1 | $945K | Sell |
|
|||||
|
2019
Q4 | $1.12M | Sell |
|
|||||
|
2019
Q3 | $1.2M | Buy |
|
|||||
|
2019
Q2 | $826K | Buy |
|
|||||
|
2019
Q1 | $753K | Buy |
|
|||||
|
2018
Q4 | $709K | Buy |
|