Quilter Plc’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,779
| Closed | -$461K | – | 370 |
|
|
2021
Q1 | $461K | Sell |
4,779
-44
| -0.9% | -$4.24K | 0.01% | 210 |
|
|
2020
Q4 | $442K | Hold |
4,823
| – | – | 0.02% | 174 |
|
|
2020
Q3 | $427K | Hold |
4,823
| – | – | 0.02% | 159 |
|
|
2020
Q2 | $385K | Buy |
4,823
+291
| +6% | +$23.2K | 0.02% | 157 |
|
|
2020
Q1 | $367K | Sell |
4,532
-1,926
| -30% | -$156K | 0.02% | 154 |
|
|
2019
Q4 | $590K | Buy |
+6,458
| New | +$590K | 0.03% | 131 |
|