Mosaic Family Wealth’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $303K | Sell |
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|
2021
Q3 | $297K | Buy |
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|
2021
Q2 | $286K | Sell |
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|
2021
Q1 | $280K | Buy |
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|
2020
Q4 | $238K | Buy |
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|
2020
Q3 | $230K | Sell |
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|
2020
Q2 | $216K | Buy |
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|
2020
Q1 | $218K | Sell |
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|
2019
Q4 | $250K | Buy |
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|
2019
Q3 | $256K | Buy |
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|
2019
Q2 | $226K | Buy |
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|
2019
Q1 | $229K | Hold |
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|
2018
Q4 | $220K | Sell |
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|
2018
Q3 | $272K | Hold |
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|
2018
Q2 | $249K | Hold |
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|
2018
Q1 | $244K | Buy |
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|
2017
Q4 | $227K | Sell |
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|
2017
Q3 | $230K | Buy |
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|
2017
Q2 | $182K | Hold |
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|
2017
Q1 | $179K | Hold |
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|
2016
Q4 | $169K | Hold |
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|
2016
Q3 | $175K | Hold |
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|
2016
Q2 | $188K | Hold |
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|
2016
Q1 | $176K | Hold |
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|
2015
Q4 | $155K | Buy |
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