Mountain Capital Investment Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,473
| Closed | -$743K | – | 52 |
|
|
2023
Q4 | $743K | Sell |
7,473
-529
| -7% | -$52.6K | 0.25% | 38 |
|
|
2023
Q3 | $706K | Sell |
8,002
-6,928
| -46% | -$612K | 0.26% | 37 |
|
|
2023
Q2 | $1.41M | Sell |
14,930
-4,471
| -23% | -$424K | 0.53% | 35 |
|
|
2023
Q1 | $1.92M | Sell |
19,401
-1,808
| -9% | -$179K | 0.85% | 36 |
|
|
2022
Q4 | $2.24M | Buy |
21,209
+5,348
| +34% | +$564K | 1.02% | 30 |
|
|
2022
Q3 | $1.42M | Buy |
15,861
+553
| +4% | +$49.4K | 0.74% | 47 |
|
|
2022
Q2 | $1.64M | Buy |
15,308
+342
| +2% | +$36.5K | 0.82% | 39 |
|
|
2022
Q1 | $1.71M | Sell |
14,966
-842
| -5% | -$96.2K | 0.81% | 39 |
|
|
2021
Q4 | $1.63M | Buy |
15,808
+4,195
| +36% | +$433K | 0.74% | 41 |
|
|
2021
Q3 | $1.17M | Buy |
11,613
+313
| +3% | +$31.5K | 0.62% | 59 |
|
|
2021
Q2 | $1.14M | Sell |
11,300
-1,512
| -12% | -$152K | 0.52% | 55 |
|
|
2021
Q1 | $1.26M | Buy |
12,812
+1,651
| +15% | +$163K | 0.63% | 49 |
|
|
2020
Q4 | $997K | Sell |
11,161
-2,244
| -17% | -$200K | 0.6% | 51 |
|
|
2020
Q3 | $1.25M | Buy |
+13,405
| New | +$1.25M | 0.81% | 43 |
|