Ropes Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $572K | Sell |
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|
2023
Q2 | $693K | Buy |
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|
2023
Q1 | $611K | Buy |
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|
2022
Q4 | $647K | Sell |
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|
2022
Q3 | $613K | Buy |
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|
2022
Q2 | $566K | Buy |
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|
2022
Q1 | $590K | Buy |
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|
2021
Q4 | $524K | Sell |
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|
2021
Q3 | $646K | Buy |
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|
2021
Q2 | $534K | Buy |
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|
2021
Q1 | $478K | Buy |
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|
2020
Q4 | $412K | Sell |
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|
2020
Q3 | $410K | Sell |
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|
2020
Q2 | $408K | Sell |
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|
2020
Q1 | $418K | Buy |
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|
2019
Q4 | $466K | Hold |
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|
2019
Q3 | $490K | Sell |
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|
2019
Q2 | $639K | Sell |
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|
2019
Q1 | $668K | Buy |
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|
2018
Q4 | $634K | Buy |
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|
2018
Q3 | $556K | Buy |
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|
2018
Q2 | $523K | Buy |
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|
2018
Q1 | $314K | Buy |
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|
2017
Q4 | $332K | Buy |
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|
2017
Q3 | $315K | Buy |
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|
2017
Q2 | $274K | Sell |
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|
2017
Q1 | $275K | Sell |
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|
2016
Q4 | $397K | Buy |
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|
2016
Q3 | $398K | Sell |
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|
2016
Q2 | $431K | Buy |
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|
2016
Q1 | $401K | Hold |
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|
2015
Q4 | $355K | Buy |
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|
2015
Q3 | $329K | Sell |
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|
2015
Q2 | $326K | Sell |
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|
2015
Q1 | $387K | Buy |
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