SWS
SYSTM Wealth Solutions’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,317
| Closed | -$232K | – | 256 |
|
|
2024
Q2 | $232K | Sell |
2,317
-8,680
| -79% | -$870K | 0.05% | 182 |
|
|
2024
Q1 | $1.06M | Buy |
10,997
+1,261
| +13% | +$122K | 0.13% | 185 |
|
|
2023
Q4 | $945K | Buy |
9,736
+4,996
| +105% | +$485K | 0.13% | 203 |
|
|
2023
Q3 | $418K | Sell |
4,740
-2,413
| -34% | -$213K | 0.06% | 307 |
|
|
2023
Q2 | $642K | Buy |
7,153
+971
| +16% | +$87.1K | 0.09% | 280 |
|
|
2023
Q1 | $596K | Sell |
6,182
-822
| -12% | -$79.3K | 0.09% | 273 |
|
|
2022
Q4 | $721K | Buy |
+7,004
| New | +$721K | 0.09% | 277 |
|