RPG Investment Advisory’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 | – | Sell |
-15
| Closed | -$1K | – | 152 |
|
|
2021
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 344 |
|
|
2021
Q2 | $1K | Sell |
15
-5
| -25% | -$333 | ﹤0.01% | 342 |
|
|
2021
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 331 |
|
|
2020
Q4 | $2K | Sell |
20
-5
| -20% | -$500 | ﹤0.01% | 317 |
|
|
2020
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 298 |
|
|
2020
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 316 |
|
|
2020
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 245 |
|
|
2019
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 250 |
|
|
2019
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 243 |
|
|
2019
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 244 |
|
|
2019
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 261 |
|
|
2018
Q4 | $2K | Sell |
25
-22
| -47% | -$1.76K | ﹤0.01% | 257 |
|
|
2018
Q3 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 250 |
|
|
2018
Q1 | – | Sell |
-224
| Closed | -$19K | – | 412 |
|
|
2017
Q4 | $19K | Hold |
224
| – | – | ﹤0.01% | 226 |
|
|
2017
Q3 | $19K | Buy |
+224
| New | +$19K | ﹤0.01% | 204 |
|