Optimal Asset Management’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$2.47M Buy
2021
Q2
$2.5M Buy
2021
Q1
$2.44M Buy
2020
Q4
$2.1M Hold
2020
Q3
$2.03M Sell
2020
Q2
$1.86M Sell
2020
Q1
$4.55K Buy
2019
Q4
$2.8M Buy