New Potomac Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $74.9K | Buy |
+650
| New | +$74.9K | 0.04% | 112 |
|
|
2021
Q4 | – | Sell |
-2,482
| Closed | -$242K | – | 61 |
|
|
2021
Q3 | $242K | Buy |
+2,482
| New | +$242K | 0.17% | 61 |
|
|
2020
Q4 | – | Sell |
-650
| Closed | -$58K | – | 77 |
|
|
2020
Q3 | $58K | Sell |
650
-400
| -38% | -$35.7K | 0.05% | 88 |
|
|
2020
Q2 | $84K | Hold |
1,050
| – | – | 0.08% | 81 |
|
|
2020
Q1 | $85K | Hold |
1,050
| – | – | 0.09% | 74 |
|
|
2019
Q4 | $96K | Hold |
1,050
| – | – | 0.09% | 81 |
|
|
2019
Q3 | $101K | Hold |
1,050
| – | – | 0.1% | 76 |
|
|
2019
Q2 | $93K | Hold |
1,050
| – | – | 0.09% | 80 |
|
|
2019
Q1 | $95K | Hold |
1,050
| – | – | 0.1% | 81 |
|
|
2018
Q4 | $91K | Hold |
1,050
| – | – | 0.1% | 83 |
|
|
2018
Q3 | $84K | Hold |
1,050
| – | – | 0.08% | 88 |
|
|
2018
Q2 | $83K | Hold |
1,050
| – | – | 0.08% | 85 |
|
|
2018
Q1 | $81K | Hold |
1,050
| – | – | 0.08% | 87 |
|
|
2017
Q4 | $88K | Buy |
+1,050
| New | +$88K | 0.08% | 81 |
|