Mitsubishi UFJ Morgan Stanley Securities’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 |
-150
| Closed | -$15K | – | 72 |
|
|
2022
Q4 | $15K | Sell |
150
-150
| -50% | -$15K | 0.13% | 93 |
|
|
2022
Q3 | $28K | Hold |
300
| – | – | 0.38% | 49 |
|
|
2022
Q2 | $32K | Hold |
300
| – | – | 0.04% | 45 |
|
|
2022
Q1 | $33K | Buy |
+300
| New | +$33K | 0.03% | 50 |
|
|
2014
Q1 | – | Sell |
-10
| Closed | -$1K | – | 263 |
|
|
2013
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 240 |
|