Steward Financial Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $16K | Buy |
188
+2
| +1% | +$170 | 0.01% | 283 |
|
|
2023
Q2 | $16K | Buy |
186
+114
| +158% | +$9.81K | 0.01% | 274 |
|
|
2023
Q1 | $6K | Buy |
72
+23
| +47% | +$1.92K | ﹤0.01% | 273 |
|
|
2022
Q4 | $5K | Buy |
+49
| New | +$5K | ﹤0.01% | 198 |
|
|
2022
Q3 | – | Sell |
-40
| Closed | -$4K | – | 437 |
|
|
2022
Q2 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 374 |
|
|
2022
Q1 | – | Sell |
-1
| Closed | – | – | 325 |
|
|
2021
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 269 |
|