Park Edge Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,949
| Closed | -$790K | – | 115 |
|
|
2023
Q3 | $790K | Buy |
8,949
+1,545
| +21% | +$136K | 0.28% | 44 |
|
|
2023
Q2 | $664K | Sell |
7,404
-186
| -2% | -$16.7K | 0.22% | 44 |
|
|
2023
Q1 | $732K | Buy |
7,590
+1,659
| +28% | +$160K | 0.28% | 39 |
|
|
2022
Q4 | $611K | Buy |
+5,931
| New | +$611K | 0.27% | 40 |
|