SWM
Selective Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,727
| Closed | -$440K | – | 266 |
|
|
2022
Q3 | $440K | Sell |
4,727
-597
| -11% | -$55.6K | 0.19% | 69 |
|
|
2022
Q2 | $571K | Hold |
5,324
| – | – | 0.2% | 68 |
|
|
2022
Q1 | $594K | Sell |
5,324
-266
| -5% | -$29.7K | 0.22% | 55 |
|
|
2021
Q4 | $586K | Hold |
5,590
| – | – | 0.24% | 52 |
|
|
2021
Q3 | $546K | Sell |
5,590
-3,732
| -40% | -$365K | 0.29% | 41 |
|
|
2021
Q2 | $920K | Sell |
9,322
-2,890
| -24% | -$285K | 0.73% | 23 |
|
|
2021
Q1 | $1.18M | Buy |
12,212
+2,256
| +23% | +$218K | 1.07% | 21 |
|
|
2020
Q4 | $912K | Buy |
9,956
+8,863
| +811% | +$812K | 0.59% | 25 |
|
|
2020
Q3 | $97K | Buy |
1,093
+20
| +2% | +$1.78K | 0.08% | 77 |
|
|
2020
Q2 | $86K | Buy |
1,073
+697
| +185% | +$55.9K | 0.07% | 78 |
|
|
2020
Q1 | $30K | Hold |
376
| – | – | 0.05% | 83 |
|
|
2019
Q4 | $34K | Hold |
376
| – | – | 0.04% | 87 |
|
|
2019
Q3 | $36K | Buy |
+376
| New | +$36K | 0.05% | 89 |
|
|
2018
Q3 | $33K | Buy |
+409
| New | +$33K | 0.39% | 45 |
|