Outlook 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,354
| Closed | -$209K | – | 185 |
|
|
2020
Q3 | $209K | Buy |
+2,354
| New | +$209K | 0.08% | 158 |
|
|
2020
Q2 | – | Sell |
-3,155
| Closed | -$255K | – | 167 |
|
|
2020
Q1 | $255K | Sell |
3,155
-506
| -14% | -$40.9K | 0.14% | 135 |
|
|
2019
Q4 | $334K | Sell |
3,661
-2,755
| -43% | -$251K | 0.19% | 110 |
|
|
2019
Q3 | $615K | Sell |
6,416
-592
| -8% | -$56.7K | 0.37% | 57 |
|
|
2019
Q2 | $618K | Buy |
7,008
+168
| +2% | +$14.8K | 0.41% | 61 |
|
|
2019
Q1 | $616K | Buy |
6,840
+5,206
| +319% | +$469K | 0.51% | 55 |
|
|
2018
Q4 | $1.41M | Buy |
+1,634
| New | +$1.41M | 0.64% | 34 |
|