Milestone Advisory Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $351K | Hold |
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|
2023
Q2 | $357K | Sell |
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|
2023
Q1 | $527K | Sell |
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|
2022
Q4 | $578K | Hold |
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|
2022
Q3 | $522K | Buy |
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|
2022
Q2 | $571K | Hold |
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|
2022
Q1 | $582K | Buy |
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|
2021
Q4 | $361K | Sell |
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|
2021
Q3 | $364K | Hold |
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|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $360K | Hold |
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|
2020
Q4 | $341K | Hold |
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|
2020
Q3 | $330K | Hold |
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|
2020
Q2 | $298K | Buy |
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|
2020
Q1 | $266K | Hold |
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|
2019
Q4 | $300K | Hold |
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|
2019
Q3 | $315K | Hold |
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|
2019
Q2 | $290K | Buy |
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|
2019
Q1 | $256K | Buy |
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