Parisi Gray Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-34
| Closed | -$3K | – | 252 |
|
|
2021
Q2 | $3K | Buy |
+34
| New | +$3K | ﹤0.01% | 534 |
|
|
2019
Q2 | – | Sell |
-183
| Closed | -$16K | – | 206 |
|
|
2019
Q1 | $16K | Hold |
183
| – | – | 0.01% | 334 |
|
|
2018
Q4 | $16K | Sell |
183
-1,025
| -85% | -$89.6K | 0.01% | 336 |
|
|
2018
Q3 | $95K | Buy |
1,208
+11
| +0.9% | +$865 | 0.06% | 142 |
|
|
2018
Q2 | $98K | Hold |
1,197
| – | – | 0.07% | 142 |
|
|
2018
Q1 | $92K | Hold |
1,197
| – | – | 0.07% | 140 |
|
|
2017
Q4 | $100K | Buy |
+1,197
| New | +$100K | 0.07% | 134 |
|