Spectrum Management Group’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$13K Hold
140
﹤0.01% 179
2022
Q2
$15K Hold
140
﹤0.01% 177
2022
Q1
$16K Hold
140
﹤0.01% 203
2021
Q4
$15K Hold
140
﹤0.01% 202
2021
Q3
$14K Hold
140
﹤0.01% 255
2021
Q2
$14K Hold
140
﹤0.01% 192
2021
Q1
$14K Hold
140
﹤0.01% 191
2020
Q4
$13K Sell
140
-64
-31% -$5.94K ﹤0.01% 179
2020
Q3
$18K Buy
204
+7
+4% +$618 ﹤0.01% 179
2020
Q2
$16K Hold
197
﹤0.01% 186
2020
Q1
$16K Buy
197
+76
+63% +$6.17K 0.01% 168
2019
Q4
$11K Hold
121
﹤0.01% 199
2019
Q3
$12K Hold
121
﹤0.01% 182
2019
Q2
$11K Hold
121
﹤0.01% 196
2019
Q1
$11K Hold
121
﹤0.01% 213
2018
Q4
$10K Hold
121
﹤0.01% 180
2018
Q3
$10K Hold
121
﹤0.01% 181
2018
Q2
$10K Hold
121
﹤0.01% 185
2018
Q1
$9K Hold
121
﹤0.01% 179
2017
Q4
$10K Sell
121
-666
-85% -$55K ﹤0.01% 195
2017
Q3
$66K Buy
+787
New +$66K 0.02% 155
2016
Q2
Sell
-681
Closed -$55K 126
2016
Q1
$55K Buy
+681
New +$55K 0.02% 130