Minot 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $660K | Buy |
6,158
+1,709
| +38% | +$183K | 0.17% | 98 |
|
|
2022
Q1 | $497K | Buy |
4,449
+122
| +3% | +$13.6K | 0.11% | 128 |
|
|
2021
Q4 | $454K | Sell |
4,327
-263
| -6% | -$27.6K | 0.09% | 135 |
|
|
2021
Q3 | $448K | Buy |
4,590
+350
| +8% | +$34.2K | 0.1% | 135 |
|
|
2021
Q2 | $430K | Buy |
4,240
+235
| +6% | +$23.8K | 0.09% | 134 |
|
|
2021
Q1 | $387K | Buy |
4,005
+138
| +4% | +$13.3K | 0.1% | 130 |
|
|
2020
Q4 | $354K | Buy |
3,867
+475
| +14% | +$43.5K | 0.11% | 115 |
|
|
2020
Q3 | $300K | Buy |
3,392
+350
| +12% | +$31K | 0.11% | 113 |
|
|
2020
Q2 | $243K | Sell |
3,042
-27
| -0.9% | -$2.16K | 0.12% | 99 |
|
|
2020
Q1 | $248K | Sell |
3,069
-14
| -0.5% | -$1.13K | 0.18% | 94 |
|
|
2019
Q4 | $294K | Buy |
+3,083
| New | +$294K | 0.13% | 108 |
|