Santori & Peters Inc’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,643
| Closed | -$598K | – | 61 |
|
|
2020
Q4 | $598K | Hold |
6,643
| – | – | 0.34% | 34 |
|
|
2020
Q3 | $588K | Buy |
+6,643
| New | +$588K | 0.39% | 33 |
|
|
2020
Q2 | – | Sell |
-6,719
| Closed | -$543K | – | 59 |
|
|
2020
Q1 | $543K | Buy |
6,719
+78
| +1% | +$6.3K | 0.47% | 29 |
|
|
2019
Q4 | $605K | Buy |
6,641
+31
| +0.5% | +$2.82K | 0.4% | 32 |
|
|
2019
Q3 | $633K | Buy |
6,610
+1
| +0% | +$96 | 0.46% | 27 |
|
|
2019
Q2 | $583K | Buy |
+6,609
| New | +$583K | 0.43% | 31 |
|
|
2019
Q1 | – | Sell |
-6,724
| Closed | -$580K | – | 61 |
|
|
2018
Q4 | $580K | Buy |
+6,724
| New | +$580K | 0.52% | 23 |
|
|
2018
Q1 | – | Sell |
-222
| Closed | -$16K | – | 187 |
|
|
2017
Q4 | $16K | Buy |
+222
| New | +$16K | 0.01% | 226 |
|