Rainsberger Wealth Advisors’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 | $1.1M | Buy |
11,378
+75
| +0.7% | +$7.28K | 0.6% | 48 |
|
|
2023
Q3 | $998K | Buy |
11,303
+350
| +3% | +$30.9K | 0.61% | 47 |
|
|
2023
Q2 | $983K | Buy |
10,953
+169
| +2% | +$15.2K | 0.59% | 49 |
|
|
2023
Q1 | $1.04M | Buy |
10,784
+2,905
| +37% | +$280K | 0.62% | 45 |
|
|
2022
Q4 | $811K | Buy |
7,879
+559
| +8% | +$57.6K | 0.52% | 46 |
|
|
2022
Q3 | $681K | Buy |
7,320
+134
| +2% | +$12.5K | 0.47% | 51 |
|
|
2022
Q2 | $770K | Buy |
7,186
+236
| +3% | +$25.3K | 0.56% | 44 |
|
|
2022
Q1 | $776K | Buy |
6,950
+1,076
| +18% | +$120K | 0.5% | 47 |
|
|
2021
Q4 | $616K | Buy |
+5,874
| New | +$616K | 0.36% | 53 |
|