Resource 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
Q4 | $1.12M | Sell |
10,692
-285
| -3% | -$29.9K | 0.12% | 59 |
|
|
2021
Q3 | $1.07M | Sell |
10,977
-538
| -5% | -$52.5K | 0.12% | 62 |
|
|
2021
Q2 | $1.14M | Buy |
11,515
+350
| +3% | +$34.6K | 0.13% | 60 |
|
|
2021
Q1 | $1.08M | Buy |
11,165
+27
| +0.2% | +$2.61K | 0.13% | 61 |
|
|
2020
Q4 | $1.02M | Sell |
11,138
-473
| -4% | -$43.3K | 0.14% | 59 |
|
|
2020
Q3 | $1.03M | Buy |
11,611
+35
| +0.3% | +$3.1K | 0.17% | 52 |
|
|
2020
Q2 | $924K | Sell |
11,576
-784
| -6% | -$62.6K | 0.16% | 51 |
|
|
2020
Q1 | $1M | Buy |
12,360
+70
| +0.6% | +$5.66K | 0.21% | 41 |
|
|
2019
Q4 | $1.12M | Buy |
12,290
+213
| +2% | +$19.4K | 0.18% | 44 |
|
|
2019
Q3 | $1.16M | Sell |
12,077
-278
| -2% | -$26.6K | 0.2% | 41 |
|
|
2019
Q2 | $1.09M | Buy |
12,355
+1,796
| +17% | +$158K | 0.19% | 42 |
|
|
2019
Q1 | $950K | Sell |
10,559
-105
| -1% | -$9.45K | 0.17% | 51 |
|
|
2018
Q4 | $920K | Buy |
10,664
+46
| +0.4% | +$3.97K | 0.19% | 47 |
|
|
2018
Q3 | $850K | Buy |
10,618
+25
| +0.2% | +$2K | 0.16% | 54 |
|
|
2018
Q2 | $837K | Buy |
10,593
+353
| +3% | +$27.9K | 0.16% | 50 |
|
|
2018
Q1 | $793K | Sell |
10,240
-641
| -6% | -$49.6K | 0.17% | 55 |
|
|
2017
Q4 | $839K | Buy |
+10,881
| New | +$839K | 0.17% | 53 |
|