Schubert & Co’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-112
| Closed | -$10.8K | – | 466 |
|
|
2023
Q1 | $10.8K | Sell |
112
-1
| -0.9% | -$96 | 0.01% | 208 |
|
|
2022
Q4 | $11.6K | Sell |
113
-23
| -17% | -$2.37K | 0.01% | 196 |
|
|
2022
Q3 | $13K | Sell |
136
-4
| -3% | -$382 | 0.01% | 152 |
|
|
2022
Q2 | $15K | Buy |
140
+33
| +31% | +$3.54K | 0.01% | 133 |
|
|
2022
Q1 | $12K | Buy |
107
+93
| +664% | +$10.4K | 0.01% | 105 |
|
|
2021
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 605 |
|