Pine Valley Investments’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$205K Buy
1,905
+33
+2% +$3.56K 0.01% 457
2024
Q3
$216K Sell
1,872
-497
-21% -$57.3K 0.01% 440
2024
Q2
$237K Sell
2,369
-197
-8% -$19.7K 0.02% 404
2024
Q1
$248K Sell
2,566
-243
-9% -$23.5K 0.02% 396
2023
Q4
$273K Buy
2,809
+219
+8% +$21.3K 0.02% 370
2023
Q3
$229K Buy
+2,590
New +$229K 0.02% 383