Spotlight Asset 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
Q3 | $307K | Sell |
3,149
-98
| -3% | -$9.55K | 0.15% | 90 |
|
|
2021
Q2 | $321K | Sell |
3,247
-170
| -5% | -$16.8K | 0.12% | 97 |
|
|
2021
Q1 | $330K | Buy |
3,417
+1,174
| +52% | +$113K | 0.12% | 96 |
|
|
2020
Q4 | $205K | Buy |
+2,243
| New | +$205K | 0.08% | 125 |
|
|
2020
Q1 | – | Sell |
-2,243
| Closed | -$203K | – | 119 |
|
|
2019
Q4 | $203K | Buy |
+2,243
| New | +$203K | 0.1% | 115 |
|