Syverson Strege & Co’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-156
| Closed | -$15K | – | 220 |
|
|
2023
Q1 | $15K | Buy |
156
+2
| +1% | +$192 | 0.01% | 213 |
|
|
2022
Q4 | $15.9K | Buy |
154
+2
| +1% | +$206 | 0.01% | 182 |
|
|
2022
Q3 | $14K | Buy |
152
+1
| +0.7% | +$92 | 0.01% | 172 |
|
|
2022
Q2 | $16K | Buy |
151
+2
| +1% | +$212 | 0.01% | 194 |
|
|
2022
Q1 | $17K | Buy |
149
+1
| +0.7% | +$114 | 0.02% | 172 |
|
|
2021
Q4 | $16K | Sell |
148
-1
| -0.7% | -$108 | 0.01% | 184 |
|
|
2021
Q3 | $15K | Buy |
149
+4
| +3% | +$403 | 0.01% | 201 |
|
|
2021
Q2 | $14K | Buy |
145
+1
| +0.7% | +$97 | 0.01% | 182 |
|
|
2021
Q1 | $14K | Buy |
144
+2
| +1% | +$194 | 0.01% | 180 |
|
|
2020
Q4 | $13K | Buy |
+142
| New | +$13K | 0.01% | 173 |
|