One Wealth Advisors’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 |
-395
| Closed | -$40.7K | – | 311 |
|
|
2022
Q4 | $40.7K | Buy |
+395
| New | +$40.7K | 0.01% | 446 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 581 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 565 |
|
|
2018
Q1 | – | Sell |
-449
| Closed | -$38K | – | 533 |
|
|
2017
Q4 | $38K | Buy |
+449
| New | +$38K | 0.03% | 294 |
|