OAM
Optimal Asset Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.47M | Buy |
25,309
+31
| +0.1% | +$3.03K | 0.31% | 114 |
|
|
2021
Q2 | $2.5M | Buy |
25,278
+1
| +0% | +$99 | 0.3% | 127 |
|
|
2021
Q1 | $2.44M | Buy |
25,277
+2,401
| +10% | +$232K | 0.32% | 119 |
|
|
2020
Q4 | $2.1M | Hold |
22,876
| – | – | 0.3% | 114 |
|
|
2020
Q3 | $2.03M | Sell |
22,876
-456
| -2% | -$40.4K | 0.29% | 116 |
|
|
2020
Q2 | $1.86M | Sell |
23,332
-32,917
| -59% | -$2.63M | 0.3% | 121 |
|
|
2020
Q1 | $4.55K | Buy |
56,249
+25,596
| +84% | +$2.07K | 0.43% | 69 |
|
|
2019
Q4 | $2.8M | Buy |
+30,653
| New | +$2.8M | 0.42% | 67 |
|