SG3 Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Hold |
0
| – | – | – | 36 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 97 |
|
|
2022
Q1 | – | Sell |
-3,500
| Closed | -$367K | – | 395 |
|
|
2021
Q4 | $367K | Sell |
3,500
-500
| -13% | -$52.4K | 0.01% | 164 |
|
|
2021
Q3 | $390K | Sell |
4,000
-13,650
| -77% | -$1.33M | 0.01% | 123 |
|
|
2021
Q2 | $1.74M | Buy |
17,650
+15,650
| +783% | +$1.54M | 0.06% | 28 |
|
|
2021
Q1 | $193K | Buy |
+2,000
| New | +$193K | ﹤0.01% | 230 |
|