Tatro Capital’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 | $484K | Buy |
4,337
+156
| +4% | +$17.4K | 0.36% | 44 |
|
|
2021
Q4 | $439K | Sell |
4,181
-185
| -4% | -$19.4K | 0.32% | 55 |
|
|
2021
Q3 | $426K | Sell |
4,366
-26
| -0.6% | -$2.54K | 0.33% | 50 |
|
|
2021
Q2 | $434K | Buy |
4,392
+454
| +12% | +$44.9K | 0.3% | 61 |
|
|
2021
Q1 | $380K | Buy |
3,938
+929
| +31% | +$89.6K | 0.29% | 57 |
|
|
2020
Q4 | $275K | Buy |
+3,009
| New | +$275K | 0.26% | 62 |
|
|
2020
Q3 | – | Sell |
-2,838
| Closed | -$227K | – | 67 |
|
|
2020
Q2 | $227K | Sell |
2,838
-291
| -9% | -$23.3K | 0.33% | 49 |
|
|
2020
Q1 | $253K | Buy |
3,129
+865
| +38% | +$69.9K | 0.45% | 35 |
|
|
2019
Q4 | $206K | Buy |
+2,264
| New | +$206K | 0.19% | 55 |
|