Sage Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-267
| Closed | -$25K | – | 81 |
|
|
2022
Q3 | $25K | Hold |
267
| – | – | 0.03% | 101 |
|
|
2022
Q2 | $29K | Hold |
267
| – | – | 0.04% | 96 |
|
|
2022
Q1 | $30K | Hold |
267
| – | – | 0.03% | 104 |
|
|
2021
Q4 | $28K | Hold |
267
| – | – | 0.03% | 102 |
|
|
2021
Q3 | $26K | Hold |
267
| – | – | 0.04% | 107 |
|
|
2021
Q2 | $26K | Hold |
267
| – | – | 0.04% | 104 |
|
|
2021
Q1 | $26K | Hold |
267
| – | – | 0.04% | 109 |
|
|
2020
Q4 | $24K | Buy |
+267
| New | +$24K | 0.07% | 99 |
|