Nachman Norwood & Parrott’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 | $6.69M | Buy |
67,720
+122
| +0.2% | +$12K | 0.68% | 31 |
|
|
2021
Q1 | $6.53M | Buy |
67,598
+182
| +0.3% | +$17.6K | 0.72% | 31 |
|
|
2020
Q4 | $6.17M | Buy |
67,416
+2,966
| +5% | +$272K | 0.72% | 29 |
|
|
2020
Q3 | $5.71M | Buy |
64,450
+4,971
| +8% | +$440K | 0.77% | 28 |
|
|
2020
Q2 | $4.75M | Sell |
59,479
-935
| -2% | -$74.7K | 0.79% | 23 |
|
|
2020
Q1 | $4.89M | Buy |
60,414
+932
| +2% | +$75.4K | 0.99% | 18 |
|
|
2019
Q4 | $5.43M | Buy |
59,482
+1,168
| +2% | +$107K | 0.89% | 16 |
|
|
2019
Q3 | $5.59M | Sell |
58,314
-365
| -0.6% | -$35K | 1% | 16 |
|
|
2019
Q2 | $5.18M | Sell |
58,679
-4,478
| -7% | -$395K | 0.93% | 16 |
|
|
2019
Q1 | $5.68M | Buy |
63,157
+400
| +0.6% | +$36K | 1.06% | 14 |
|
|
2018
Q4 | $5.42M | Buy |
+62,757
| New | +$5.42M | 1.13% | 13 |
|