Northstar Wealth Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.76M | Buy |
19,928
+665
| +3% | +$58.9K | 0.82% | 44 |
|
|
2020
Q2 | $1.54M | Buy |
19,263
+1,334
| +7% | +$107K | 0.64% | 57 |
|
|
2020
Q1 | $1.45M | Buy |
17,929
+55
| +0.3% | +$4.45K | 0.74% | 49 |
|
|
2019
Q4 | $1.63M | Buy |
17,874
+439
| +3% | +$40K | 0.67% | 53 |
|
|
2019
Q3 | $1.67M | Buy |
17,435
+509
| +3% | +$48.8K | 0.73% | 48 |
|
|
2019
Q2 | $1.49M | Buy |
16,926
+605
| +4% | +$53.4K | 0.67% | 48 |
|
|
2019
Q1 | $1.47M | Buy |
16,321
+80
| +0.5% | +$7.2K | 0.67% | 47 |
|
|
2018
Q4 | $1.4M | Buy |
16,241
+50
| +0.3% | +$4.32K | 0.74% | 45 |
|
|
2018
Q3 | $1.3M | Buy |
16,191
+2,423
| +18% | +$194K | 0.62% | 52 |
|
|
2018
Q2 | $1.09M | Sell |
13,768
-1,027
| -7% | -$81.2K | 0.54% | 59 |
|
|
2018
Q1 | $1.15M | Buy |
14,795
+12,246
| +480% | +$949K | 0.59% | 56 |
|
|
2017
Q4 | $210K | Buy |
2,549
+61
| +2% | +$5.03K | 0.19% | 123 |
|
|
2017
Q3 | $211K | Buy |
+2,488
| New | +$211K | 0.21% | 114 |
|