Psagot Value Holdings’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2
| Closed | – | – | 549 |
|
|
2023
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 536 |
|
|
2023
Q2 | $0 | Sell |
2
-3
| -60% | – | ﹤0.01% | 565 |
|
|
2023
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 519 |
|
|
2019
Q1 | – | Sell |
-1,090
| Closed | -$94K | – | 449 |
|
|
2018
Q4 | $94K | Sell |
1,090
-605
| -36% | -$52.2K | ﹤0.01% | 321 |
|
|
2018
Q3 | $136K | Buy |
1,695
+1,590
| +1,514% | +$128K | 0.01% | 234 |
|
|
2018
Q2 | $8K | Hold |
105
| – | – | ﹤0.01% | 316 |
|
|
2018
Q1 | $8K | Buy |
+105
| New | +$8K | ﹤0.01% | 314 |
|