SWM
Sugarloaf Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $184K | Sell |
1,712
-132
| -7% | -$14.2K | 0.03% | 171 |
|
|
2024
Q3 | $213K | Sell |
1,844
-34
| -2% | -$3.92K | 0.04% | 160 |
|
|
2024
Q2 | $188K | Sell |
1,878
-558
| -23% | -$55.9K | 0.04% | 151 |
|
|
2024
Q1 | $236K | Sell |
2,436
-390
| -14% | -$37.7K | 0.05% | 130 |
|
|
2023
Q4 | $274K | Buy |
2,826
+344
| +14% | +$33.4K | 0.07% | 108 |
|
|
2023
Q3 | $219K | Buy |
2,482
+5
| +0.2% | +$441 | 0.06% | 115 |
|
|
2023
Q2 | $222K | Sell |
2,477
-93
| -4% | -$8.34K | 0.05% | 119 |
|
|
2023
Q1 | $248K | Buy |
2,570
+5
| +0.2% | +$482 | 0.06% | 116 |
|
|
2022
Q4 | $264K | Sell |
2,565
-2,754
| -52% | -$284K | 0.07% | 107 |
|
|
2022
Q3 | $495K | Sell |
5,319
-209
| -4% | -$19.5K | 0.13% | 80 |
|
|
2022
Q2 | $593K | Buy |
5,528
+27
| +0.5% | +$2.9K | 0.15% | 64 |
|
|
2022
Q1 | $614K | Buy |
5,501
+24
| +0.4% | +$2.68K | 0.15% | 62 |
|
|
2021
Q4 | $575K | Buy |
5,477
+25
| +0.5% | +$2.63K | 0.14% | 65 |
|
|
2021
Q3 | $532K | Buy |
5,452
+775
| +17% | +$75.6K | 0.14% | 63 |
|
|
2021
Q2 | $462K | Buy |
4,677
+20
| +0.4% | +$1.98K | 0.13% | 73 |
|
|
2021
Q1 | $450 | Sell |
4,657
-223
| -5% | -$22 | 0.13% | 72 |
|
|
2020
Q4 | $447K | Buy |
4,880
+2,066
| +73% | +$189K | 0.15% | 71 |
|
|
2020
Q3 | $249K | Buy |
2,814
+3
| +0.1% | +$265 | 0.09% | 91 |
|
|
2020
Q2 | $225K | Sell |
2,811
-14
| -0.5% | -$1.12K | 0.09% | 99 |
|
|
2020
Q1 | $228K | Sell |
2,825
-134
| -5% | -$10.8K | 0.1% | 94 |
|
|
2019
Q4 | $270K | Buy |
+2,959
| New | +$270K | 0.11% | 103 |
|