PrairieView Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,000
| Closed | -$501K | – | 371 |
|
|
2024
Q2 | $501K | Buy |
+5,000
| New | +$501K | 0.06% | 88 |
|
|
2023
Q3 | – | Sell |
-400
| Closed | -$35K | – | 402 |
|
|
2023
Q2 | $35K | Hold |
400
| – | – | ﹤0.01% | 222 |
|
|
2023
Q1 | $38K | Hold |
400
| – | – | 0.01% | 204 |
|
|
2022
Q4 | $41K | Hold |
400
| – | – | 0.01% | 207 |
|
|
2022
Q3 | $37K | Hold |
400
| – | – | 0.01% | 199 |
|
|
2022
Q2 | $43K | Hold |
400
| – | – | 0.01% | 200 |
|
|
2022
Q1 | $45K | Hold |
400
| – | – | 0.01% | 208 |
|
|
2021
Q4 | $42K | Hold |
400
| – | – | 0.01% | 231 |
|
|
2021
Q3 | $39K | Hold |
400
| – | – | 0.01% | 189 |
|
|
2021
Q2 | $39K | Hold |
400
| – | – | 0.01% | 189 |
|
|
2021
Q1 | $39K | Buy |
400
+200
| +100% | +$19.5K | 0.01% | 184 |
|
|
2020
Q4 | $18K | Hold |
200
| – | – | ﹤0.01% | 212 |
|
|
2020
Q3 | $18K | Buy |
+200
| New | +$18K | ﹤0.01% | 204 |
|