MinichMacGregor Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-490
| Closed | -$50.5K | – | 238 |
|
|
2022
Q4 | $50.5K | Buy |
+490
| New | +$50.5K | 0.02% | 179 |
|
|
2019
Q1 | – | Sell |
-15,918
| Closed | -$1.34M | – | 68 |
|
|
2018
Q4 | $1.34M | Buy |
15,918
+15,287
| +2,423% | +$1.28M | 0.91% | 42 |
|
|
2018
Q3 | $50K | Sell |
631
-7
| -1% | -$555 | 0.03% | 122 |
|
|
2018
Q2 | $50K | Hold |
638
| – | – | 0.04% | 115 |
|
|
2018
Q1 | $49K | Sell |
638
-1
| -0.2% | -$77 | 0.04% | 113 |
|
|
2017
Q4 | $53K | Buy |
639
+1
| +0.2% | +$83 | 0.04% | 110 |
|
|
2017
Q3 | $53K | Hold |
638
| – | – | 0.04% | 100 |
|
|
2017
Q2 | $53K | Sell |
638
-140
| -18% | -$11.6K | 0.05% | 100 |
|
|
2017
Q1 | $63K | Sell |
778
-1
| -0.1% | -$81 | 0.06% | 87 |
|
|
2016
Q4 | $60K | Hold |
779
| – | – | 0.06% | 92 |
|
|
2016
Q3 | $62K | Hold |
779
| – | – | 0.06% | 97 |
|
|
2016
Q2 | $66K | Buy |
779
+4
| +0.5% | +$339 | 0.06% | 90 |
|
|
2016
Q1 | $62K | Buy |
775
+130
| +20% | +$10.4K | 0.06% | 90 |
|
|
2015
Q4 | $48K | Buy |
+645
| New | +$48K | 0.04% | 105 |
|