Professional Financial Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-235
| Closed | -$22K | – | 177 |
|
|
2022
Q3 | $22K | Hold |
235
| – | – | 0.01% | 215 |
|
|
2022
Q2 | $25K | Hold |
235
| – | – | 0.01% | 207 |
|
|
2022
Q1 | $26K | Hold |
235
| – | – | 0.01% | 211 |
|
|
2021
Q4 | $25K | Hold |
235
| – | – | 0.01% | 230 |
|
|
2021
Q3 | $23K | Buy |
235
+4
| +2% | +$391 | 0.01% | 200 |
|
|
2021
Q2 | $23K | Hold |
231
| – | – | 0.01% | 206 |
|
|
2021
Q1 | $22K | Buy |
231
+1
| +0.4% | +$95 | 0.01% | 185 |
|
|
2020
Q4 | $21K | Buy |
230
+1
| +0.4% | +$91 | 0.02% | 188 |
|
|
2020
Q3 | $21K | Buy |
+229
| New | +$21K | 0.02% | 162 |
|