Regal Wealth Group’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 |
-320
| Closed | -$31K | – | 104 |
|
|
2021
Q1 | $31K | Buy |
320
+1
| +0.3% | +$97 | 0.02% | 118 |
|
|
2020
Q4 | $29K | Buy |
319
+2
| +0.6% | +$182 | 0.02% | 116 |
|
|
2020
Q3 | $28K | Buy |
317
+1
| +0.3% | +$88 | 0.02% | 106 |
|
|
2020
Q2 | $25K | Buy |
316
+123
| +64% | +$9.73K | 0.02% | 111 |
|
|
2020
Q1 | $16K | Hold |
193
| – | – | 0.02% | 112 |
|
|
2019
Q4 | $18K | Hold |
193
| – | – | 0.01% | 131 |
|
|
2019
Q3 | $19K | Hold |
193
| – | – | 0.01% | 108 |
|
|
2019
Q2 | $17K | Hold |
193
| – | – | 0.01% | 107 |
|
|
2019
Q1 | $17K | Hold |
193
| – | – | 0.01% | 102 |
|
|
2018
Q4 | $17K | Hold |
193
| – | – | 0.02% | 101 |
|
|
2018
Q3 | $15K | Hold |
193
| – | – | 0.01% | 109 |
|
|
2018
Q2 | $15K | Hold |
193
| – | – | 0.02% | 117 |
|
|
2018
Q1 | $15K | Hold |
193
| – | – | 0.01% | 114 |
|
|
2017
Q4 | $16K | Hold |
193
| – | – | 0.01% | 113 |
|
|
2017
Q3 | $16K | Hold |
193
| – | – | 0.01% | 105 |
|
|
2017
Q2 | $16K | Buy |
+193
| New | +$16K | 0.01% | 105 |
|
|
2016
Q4 | – | Sell |
-56
| Closed | -$4K | – | 165 |
|
|
2016
Q3 | $4K | Hold |
56
| – | – | ﹤0.01% | 149 |
|
|
2016
Q2 | $5K | Buy |
+56
| New | +$5K | ﹤0.01% | 142 |
|