RBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-858
| Closed | -$82.8K | – | 97 |
|
|
2021
Q1 | $82.8K | Buy |
+858
| New | +$82.8K | 0.07% | 76 |
|
|
2019
Q4 | – | Sell |
-2,177
| Closed | -$209K | – | 101 |
|
|
2019
Q3 | $209K | Sell |
2,177
-2,499
| -53% | -$240K | 0.16% | 98 |
|
|
2019
Q2 | $413K | Sell |
4,676
-35
| -0.7% | -$3.09K | 0.32% | 62 |
|
|
2019
Q1 | $424K | Buy |
+4,711
| New | +$424K | 0.33% | 61 |
|