SDAM
Shulman DeMeo Asset Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,888
| Closed | -$204K | – | 82 |
|
|
2021
Q1 | $204K | Sell |
7,888
-23
| -0.3% | -$595 | 0.06% | 129 |
|
|
2020
Q4 | $212K | Buy |
+7,911
| New | +$212K | 0.06% | 128 |
|
|
2020
Q3 | – | Sell |
-7,911
| Closed | -$202K | – | 120 |
|
|
2020
Q2 | $202K | Buy |
7,911
+5,213
| +193% | +$133K | 0.08% | 102 |
|
|
2020
Q1 | $218K | Buy |
2,698
+17
| +0.6% | +$1.37K | 0.1% | 83 |
|
|
2019
Q4 | $245K | Sell |
2,681
-5,230
| -66% | -$478K | 0.09% | 112 |
|
|
2019
Q3 | $204K | Buy |
+7,911
| New | +$204K | 0.07% | 124 |
|