Redwood Financial Network’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,172
| Closed | -$209K | – | 151 |
|
|
2023
Q1 | $209K | Buy |
2,172
+6
| +0.3% | +$579 | 0.21% | 138 |
|
|
2022
Q4 | $223K | Buy |
+2,166
| New | +$223K | 0.25% | 124 |
|
|
2022
Q3 | – | Sell |
-2,093
| Closed | -$224K | – | 130 |
|
|
2022
Q2 | $224K | Sell |
2,093
-106
| -5% | -$11.3K | 0.24% | 119 |
|
|
2022
Q1 | $246K | Buy |
+2,199
| New | +$246K | 0.23% | 128 |
|