Strategic Asset Management’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
$5K Buy
49
+1
+2% +$102 0.01% 457
2022
Q2
$5K Sell
48
-112
-70% -$11.7K 0.01% 475
2022
Q1
$18K Hold
160
0.03% 301
2021
Q4
$17K Buy
160
+1
+0.6% +$106 0.02% 292
2021
Q3
$16K Buy
+159
New +$16K 0.02% 279