Milestone Advisory Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $351K | Hold |
3,975
| – | – | 0.29% | 45 |
|
|
2023
Q2 | $357K | Sell |
3,975
-1,483
| -27% | -$133K | 0.32% | 44 |
|
|
2023
Q1 | $527K | Sell |
5,458
-151
| -3% | -$14.6K | 0.49% | 37 |
|
|
2022
Q4 | $578K | Hold |
5,609
| – | – | 0.43% | 34 |
|
|
2022
Q3 | $522K | Buy |
5,609
+400
| +8% | +$37.2K | 0.39% | 35 |
|
|
2022
Q2 | $571K | Hold |
5,209
| – | – | 0.46% | 36 |
|
|
2022
Q1 | $582K | Buy |
5,209
+1,770
| +51% | +$198K | 0.31% | 44 |
|
|
2021
Q4 | $361K | Sell |
3,439
-287
| -8% | -$30.1K | 0.18% | 58 |
|
|
2021
Q3 | $364K | Hold |
3,726
| – | – | 0.21% | 53 |
|
|
2021
Q2 | $368K | Hold |
3,726
| – | – | 0.19% | 55 |
|
|
2021
Q1 | $360K | Hold |
3,726
| – | – | 0.19% | 43 |
|
|
2020
Q4 | $341K | Hold |
3,726
| – | – | 0.19% | 43 |
|
|
2020
Q3 | $330K | Hold |
3,726
| – | – | 0.21% | 39 |
|
|
2020
Q2 | $298K | Buy |
3,726
+440
| +13% | +$35.2K | 0.18% | 41 |
|
|
2020
Q1 | $266K | Hold |
3,286
| – | – | 0.18% | 32 |
|
|
2019
Q4 | $300K | Hold |
3,286
| – | – | 0.16% | 44 |
|
|
2019
Q3 | $315K | Hold |
3,286
| – | – | 0.18% | 43 |
|
|
2019
Q2 | $290K | Buy |
3,286
+441
| +16% | +$38.9K | 0.18% | 43 |
|
|
2019
Q1 | $256K | Buy |
+2,845
| New | +$256K | 0.17% | 47 |
|