Perpetual Investment Management’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 |
-8,200
| Closed | -$916K | – | 220 |
|
|
2022
Q1 | $916K | Hold |
8,200
| – | – | 0.12% | 136 |
|
|
2021
Q4 | $860K | Sell |
8,200
-1,400
| -15% | -$147K | 0.1% | 142 |
|
|
2021
Q3 | $937K | Hold |
9,600
| – | – | 0.12% | 131 |
|
|
2021
Q2 | $948K | Buy |
9,600
+4,600
| +92% | +$454K | 0.13% | 127 |
|
|
2021
Q1 | $481K | Hold |
5,000
| – | – | 0.08% | 132 |
|
|
2020
Q4 | $453K | Buy |
+5,000
| New | +$453K | 0.07% | 153 |
|