MAWCM
Mine & Arao Wealth Creation & Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-50
| Closed | -$5K | – | 288 |
|
|
2021
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 244 |
|
|
2021
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 235 |
|
|
2020
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 235 |
|
|
2020
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 232 |
|
|
2020
Q2 | $4K | Sell |
50
-100
| -67% | -$8K | ﹤0.01% | 212 |
|
|
2020
Q1 | $12K | Sell |
150
-150
| -50% | -$12K | 0.01% | 169 |
|
|
2019
Q4 | $27K | Buy |
+300
| New | +$27K | 0.03% | 147 |
|