Sowa Financial Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-332
| Closed | -$30K | – | 116 |
|
|
2020
Q4 | $30K | Hold |
332
| – | – | 0.02% | 158 |
|
|
2020
Q3 | $29K | Hold |
332
| – | – | 0.02% | 149 |
|
|
2020
Q2 | $27K | Hold |
332
| – | – | 0.02% | 147 |
|
|
2020
Q1 | $27K | Sell |
332
-33
| -9% | -$2.68K | 0.02% | 138 |
|
|
2019
Q4 | $33K | Buy |
+365
| New | +$33K | 0.03% | 136 |
|