Sterling Investment Advisors (Pennsylvania)’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 | – | Sell |
-305
| Closed | -$33K | – | 226 |
|
|
2022
Q2 | $33K | Buy |
305
+2
| +0.7% | +$216 | 0.01% | 270 |
|
|
2022
Q1 | $34K | Buy |
303
+2
| +0.7% | +$224 | 0.01% | 299 |
|
|
2021
Q4 | $32K | Sell |
301
-121
| -29% | -$12.9K | 0.01% | 308 |
|
|
2021
Q3 | $41K | Buy |
422
+125
| +42% | +$12.1K | 0.01% | 270 |
|
|
2021
Q2 | $29K | Buy |
297
+96
| +48% | +$9.37K | 0.01% | 314 |
|
|
2021
Q1 | $19K | Buy |
201
+2
| +1% | +$189 | 0.01% | 340 |
|
|
2020
Q4 | $18K | Buy |
199
+2
| +1% | +$181 | 0.01% | 311 |
|
|
2020
Q3 | $17K | Buy |
197
+3
| +2% | +$259 | 0.01% | 307 |
|
|
2020
Q2 | $15K | Buy |
194
+2
| +1% | +$155 | 0.01% | 317 |
|
|
2020
Q1 | $15K | Buy |
192
+2
| +1% | +$156 | 0.01% | 292 |
|
|
2019
Q4 | $17K | Buy |
190
+1
| +0.5% | +$89 | 0.01% | 305 |
|
|
2019
Q3 | $18K | Buy |
189
+2
| +1% | +$190 | 0.01% | 301 |
|
|
2019
Q2 | $16K | Buy |
187
+2
| +1% | +$171 | 0.01% | 315 |
|
|
2019
Q1 | $17K | Buy |
185
+3
| +2% | +$276 | 0.01% | 305 |
|
|
2018
Q4 | $15K | Buy |
182
+1
| +0.6% | +$82 | 0.01% | 299 |
|
|
2018
Q3 | $14K | Buy |
+181
| New | +$14K | 0.01% | 330 |
|