Swaine & Leidel Wealth Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $3.57K | Buy |
+3,566
| New | +$3.57K | 2.74% | 22 |
|
|
2021
Q3 | $211K | Buy |
+2,167
| New | +$211K | 0.19% | 57 |
|
|
2021
Q1 | $3.57M | Buy |
36,944
+514
| +1% | +$49.6K | 2.3% | 28 |
|
|
2020
Q4 | $3.34M | Buy |
36,430
+1,050
| +3% | +$96.2K | 2.42% | 20 |
|
|
2020
Q3 | $3.13M | Buy |
35,380
+1,476
| +4% | +$131K | 3.05% | 12 |
|
|
2020
Q2 | $2.71M | Buy |
+33,904
| New | +$2.71M | 2.76% | 19 |
|