Mid Atlantic Financial Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $753K | Buy |
7,717
+18
| +0.2% | +$1.76K | 0.05% | 339 |
|
|
2021
Q2 | $760K | Buy |
7,699
+103
| +1% | +$10.2K | 0.05% | 335 |
|
|
2021
Q1 | $733K | Buy |
7,596
+170
| +2% | +$16.4K | 0.05% | 332 |
|
|
2020
Q4 | $680K | Buy |
7,426
+348
| +5% | +$31.9K | 0.05% | 320 |
|
|
2020
Q3 | $675K | Sell |
7,078
-17
| -0.2% | -$1.62K | 0.06% | 294 |
|
|
2020
Q2 | $567K | Sell |
7,095
-4,583
| -39% | -$366K | 0.05% | 304 |
|
|
2020
Q1 | $945K | Sell |
11,678
-608
| -5% | -$49.2K | 0.11% | 173 |
|
|
2019
Q4 | $1.12M | Sell |
12,286
-200
| -2% | -$18.2K | 0.1% | 190 |
|
|
2019
Q3 | $1.2M | Buy |
12,486
+3,128
| +33% | +$300K | 0.13% | 143 |
|
|
2019
Q2 | $826K | Buy |
9,358
+987
| +12% | +$87.1K | 0.09% | 253 |
|
|
2019
Q1 | $753K | Buy |
8,371
+153
| +2% | +$13.8K | 0.08% | 255 |
|
|
2018
Q4 | $709K | Buy |
+8,218
| New | +$709K | 0.09% | 232 |
|