Northern Capital Management (Washington)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,009
| Closed | -$207K | – | 41 |
|
|
2022
Q4 | $207K | Buy |
+2,009
| New | +$207K | 0.2% | 39 |
|
|
2022
Q3 | – | Sell |
-2,009
| Closed | -$215K | – | 36 |
|
|
2022
Q2 | $215K | Hold |
2,009
| – | – | 0.21% | 34 |
|
|
2022
Q1 | $224K | Hold |
2,009
| – | – | 0.18% | 39 |
|
|
2021
Q4 | $211K | Buy |
+2,009
| New | +$211K | 0.17% | 43 |
|