SEEDPG
S.E.E.D. Planning Group’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,047
| Closed | -$400K | – | 89 |
|
|
2021
Q2 | $400K | Sell |
4,047
-273
| -6% | -$27K | 0.2% | 61 |
|
|
2021
Q1 | $417K | Sell |
4,320
-88
| -2% | -$8.49K | 0.23% | 55 |
|
|
2020
Q4 | $404K | Sell |
4,408
-303
| -6% | -$27.8K | 0.24% | 50 |
|
|
2020
Q3 | $417K | Sell |
4,711
-92
| -2% | -$8.14K | 0.31% | 46 |
|
|
2020
Q2 | $384K | Buy |
+4,803
| New | +$384K | 0.3% | 45 |
|
|
2020
Q1 | – | Sell |
-3,766
| Closed | -$343K | – | 52 |
|
|
2019
Q4 | $343K | Buy |
+3,766
| New | +$343K | 0.3% | 49 |
|