Stonebridge Financial Planning 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
Q2 | – | Sell |
-66
| Closed | -$6K | – | 426 |
|
|
2021
Q1 | $6K | Hold |
66
| – | – | ﹤0.01% | 378 |
|
|
2020
Q4 | $6K | Hold |
66
| – | – | ﹤0.01% | 351 |
|
|
2020
Q3 | $6K | Sell |
66
-28
| -30% | -$2.55K | ﹤0.01% | 341 |
|
|
2020
Q2 | $8K | Hold |
94
| – | – | 0.01% | 328 |
|
|
2020
Q1 | $8K | Hold |
94
| – | – | 0.01% | 320 |
|
|
2019
Q4 | $9K | Buy |
+94
| New | +$9K | 0.01% | 297 |
|