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 |
|