MPS Loria Financial Planners’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
Q2 | – | Sell |
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|
2021
Q1 | $28K | Hold |
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|
2020
Q4 | $27K | Buy |
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|
2020
Q3 | $22K | Hold |
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|
2020
Q2 | $20K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $236K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $229K | Hold |
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|
2017
Q4 | $248K | Hold |
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|
2017
Q3 | $248K | Buy |
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|
2017
Q2 | $257K | Buy |
|