Selective Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $440K | Sell |
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|
2022
Q2 | $571K | Hold |
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|
2022
Q1 | $594K | Sell |
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|
2021
Q4 | $586K | Hold |
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|
2021
Q3 | $546K | Sell |
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|
2021
Q2 | $920K | Sell |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $912K | Buy |
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|
2020
Q3 | $97K | Buy |
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|
2020
Q2 | $86K | Buy |
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|
2020
Q1 | $30K | Hold |
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|
2019
Q4 | $34K | Hold |
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|
2019
Q3 | $36K | Buy |
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|
2018
Q3 | $33K | Buy |
|