MPS Loria Financial Planners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-300
| Closed | -$28K | – | 236 |
|
|
2021
Q1 | $28K | Hold |
300
| – | – | 0.01% | 210 |
|
|
2020
Q4 | $27K | Buy |
300
+50
| +20% | +$4.5K | 0.01% | 209 |
|
|
2020
Q3 | $22K | Hold |
250
| – | – | 0.01% | 189 |
|
|
2020
Q2 | $20K | Buy |
+250
| New | +$20K | 0.01% | 201 |
|
|
2018
Q4 | – | Sell |
-2,955
| Closed | -$236K | – | 73 |
|
|
2018
Q3 | $236K | Buy |
+2,955
| New | +$236K | 0.15% | 63 |
|
|
2018
Q2 | – | Sell |
-2,954
| Closed | -$229K | – | 66 |
|
|
2018
Q1 | $229K | Hold |
2,954
| – | – | 0.16% | 63 |
|
|
2017
Q4 | $248K | Hold |
2,954
| – | – | 0.17% | 65 |
|
|
2017
Q3 | $248K | Buy |
2,954
+1
| +0% | +$84 | 0.18% | 61 |
|
|
2017
Q2 | $257K | Buy |
+2,953
| New | +$257K | 0.17% | 55 |
|