Schrum Private Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,546
| Closed | -$294K | – | 138 |
|
|
2024
Q3 | $294K | Buy |
+2,546
| New | +$294K | 0.15% | 130 |
|
|
2022
Q4 | – | Sell |
-3,295
| Closed | -$306K | – | 108 |
|
|
2022
Q3 | $306K | Sell |
3,295
-2,631
| -44% | -$244K | 0.39% | 77 |
|
|
2022
Q2 | $635K | Hold |
5,926
| – | – | 0.72% | 38 |
|
|
2022
Q1 | $665K | Hold |
5,926
| – | – | 0.67% | 44 |
|
|
2021
Q4 | $620K | Buy |
+5,926
| New | +$620K | 0.56% | 49 |
|