Readystate Asset Management’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,988
Closed -$700K 371
2024
Q2
$700K Buy
6,988
+3,879
+125% +$389K 0.02% 166
2024
Q1
$301K Sell
3,109
-5,858
-65% -$567K ﹤0.01% 211
2023
Q4
$870K Buy
+8,967
New +$870K 0.03% 159