NICM
Neo Ivy Capital Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $24K | Buy |
+250
| New | +$24K | 0.05% | 223 |
|
|
2023
Q3 | – | Sell |
-9,366
| Closed | -$841K | – | 354 |
|
|
2023
Q2 | $841K | Buy |
+9,366
| New | +$841K | 0.44% | 74 |
|
|
2022
Q4 | $1.73M | Buy |
+16,764
| New | +$1.73M | 1.17% | 1 |
|
|
2022
Q1 | – | Sell |
-6,091
| Closed | -$639K | – | 510 |
|
|
2021
Q4 | $639K | Buy |
+6,091
| New | +$639K | 0.92% | 4 |
|
|
2021
Q3 | – | Sell |
-7,552
| Closed | -$746K | – | 510 |
|
|
2021
Q2 | $746K | Buy |
+7,552
| New | +$746K | 0.75% | 26 |
|
|
2021
Q1 | – | Sell |
-9,658
| Closed | -$884K | – | 506 |
|
|
2020
Q4 | $884K | Buy |
+9,658
| New | +$884K | 0.98% | 2 |
|
|
2020
Q1 | – | Sell |
-7,696
| Closed | -$702K | – | 477 |
|
|
2019
Q4 | $702K | Buy |
+7,696
| New | +$702K | 0.81% | 11 |
|