Pacific Wealth Strategies Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,910
| Closed | -$213K | – | 55 |
|
|
2022
Q1 | $213K | Sell |
1,910
-1,778
| -48% | -$198K | 0.09% | 72 |
|
|
2021
Q4 | $387K | Hold |
3,688
| – | – | 0.13% | 68 |
|
|
2021
Q3 | $360K | Sell |
3,688
-54
| -1% | -$5.27K | 0.13% | 75 |
|
|
2021
Q2 | $369K | Sell |
3,742
-66
| -2% | -$6.51K | 0.14% | 76 |
|
|
2021
Q1 | $368K | Sell |
3,808
-255
| -6% | -$24.6K | 0.15% | 72 |
|
|
2020
Q4 | $366K | Sell |
4,063
-6,936
| -63% | -$625K | 0.16% | 72 |
|
|
2020
Q3 | $974K | Sell |
10,999
-3,381
| -24% | -$299K | 0.51% | 48 |
|
|
2020
Q2 | $1.15M | Buy |
14,380
+3,264
| +29% | +$261K | 0.64% | 45 |
|
|
2020
Q1 | $899K | Buy |
+11,116
| New | +$899K | 0.61% | 47 |
|