Personal Wealth Partners’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 |
-87
| Closed | -$9K | – | 176 |
|
|
2021
Q2 | $9K | Buy |
+87
| New | +$9K | ﹤0.01% | 273 |
|
|
2020
Q1 | – | Sell |
-258
| Closed | -$24K | – | 211 |
|
|
2019
Q4 | $24K | Hold |
258
| – | – | 0.01% | 186 |
|
|
2019
Q3 | $25K | Buy |
258
+30
| +13% | +$2.91K | 0.01% | 185 |
|
|
2019
Q2 | $20K | Buy |
+228
| New | +$20K | 0.01% | 184 |
|