Spartan Planning & Wealth 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
Q4 | $57.6K | Buy |
594
+592
| +29,600% | +$57.4K | 0.06% | 132 |
|
|
2023
Q3 | $177 | Buy |
+2
| New | +$177 | ﹤0.01% | 152 |
|
|
2022
Q4 | $20.1K | Buy |
195
+193
| +9,650% | +$19.9K | 0.03% | 116 |
|
|
2022
Q3 | $0 | Sell |
2
-447
| -100% | – | ﹤0.01% | 87 |
|
|
2022
Q2 | $48K | Buy |
449
+36
| +9% | +$3.85K | 0.06% | 59 |
|
|
2022
Q1 | $46K | Buy |
+413
| New | +$46K | 0.06% | 88 |
|