Morton Brown Family Wealth’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50
| Closed | -$5.77K | – | 287 |
|
|
2024
Q3 | $5.77K | Buy |
+50
| New | +$5.77K | ﹤0.01% | 192 |
|
|
2023
Q4 | – | Sell |
-59
| Closed | -$5.21K | – | 289 |
|
|
2023
Q3 | $5.21K | Hold |
59
| – | – | ﹤0.01% | 150 |
|
|
2023
Q2 | $5.3K | Hold |
59
| – | – | ﹤0.01% | 142 |
|
|
2023
Q1 | $5.69K | Buy |
+59
| New | +$5.69K | ﹤0.01% | 155 |
|
|
2022
Q4 | – | Sell |
-59
| Closed | -$5K | – | 183 |
|
|
2022
Q3 | $5K | Sell |
59
-27
| -31% | -$2.29K | ﹤0.01% | 141 |
|
|
2022
Q2 | $9K | Buy |
+86
| New | +$9K | 0.01% | 111 |
|