Nalls Sherbakoff Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $278K | Buy |
2,866
+19
| +0.7% | +$1.84K | 0.25% | 60 |
|
|
2023
Q3 | $251K | Buy |
2,847
+131
| +5% | +$11.6K | 0.24% | 57 |
|
|
2023
Q2 | $243K | Sell |
2,716
-50
| -2% | -$4.46K | 0.24% | 60 |
|
|
2023
Q1 | $266K | Buy |
+2,766
| New | +$266K | 0.26% | 55 |
|
|
2018
Q4 | $228K | Buy |
+2,640
| New | +$228K | 0.36% | 46 |
|