Prentice Wealth 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
Q3 | – | Sell |
-226
| Closed | -$24K | – | 111 |
|
|
2022
Q2 | $24K | Buy |
+226
| New | +$24K | 0.02% | 84 |
|
|
2021
Q4 | – | Sell |
-1,121
| Closed | -$109K | – | 155 |
|
|
2021
Q3 | $109K | Buy |
1,121
+305
| +37% | +$29.7K | 0.05% | 135 |
|
|
2021
Q2 | $81K | Hold |
816
| – | – | 0.04% | 152 |
|
|
2021
Q1 | $79K | Buy |
+816
| New | +$79K | 0.04% | 145 |
|