Polaris Wealth Advisory Group’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,144
| Closed | -$209K | – | 177 |
|
|
2021
Q1 | $209K | Buy |
+2,144
| New | +$209K | 0.01% | 165 |
|
|
2018
Q4 | – | Sell |
-686
| Closed | -$55K | – | 224 |
|
|
2018
Q3 | $55K | Buy |
686
+652
| +1,918% | +$52.3K | ﹤0.01% | 242 |
|
|
2018
Q2 | $3K | Sell |
34
-539
| -94% | -$47.6K | ﹤0.01% | 232 |
|
|
2018
Q1 | $44K | Buy |
+573
| New | +$44K | ﹤0.01% | 229 |
|