Mirabella Financial Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,341
| Closed | -$936K | – | 253 |
|
|
2024
Q2 | $936K | Buy |
9,341
+2,993
| +47% | +$300K | 0.07% | 162 |
|
|
2024
Q1 | $614K | Buy |
+6,348
| New | +$614K | 0.04% | 247 |
|
|
2023
Q3 | – | Sell |
-10,231
| Closed | -$918K | – | 441 |
|
|
2023
Q2 | $918K | Buy |
10,231
+7,531
| +279% | +$676K | 0.1% | 214 |
|
|
2023
Q1 | $260K | Buy |
+2,700
| New | +$260K | 0.04% | 298 |
|
|
2021
Q3 | – | Sell |
-2,273
| Closed | -$224K | – | 458 |
|
|
2021
Q2 | $224K | Sell |
2,273
-466
| -17% | -$45.9K | 0.04% | 252 |
|
|
2021
Q1 | $265K | Buy |
+2,739
| New | +$265K | 0.08% | 193 |
|