TD Ameritrade Investment Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $148K | Sell |
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|
2023
Q1 | $184K | Sell |
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|
2022
Q4 | $260K | Sell |
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|
2022
Q3 | $312K | Sell |
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $606K | Buy |
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|
2021
Q4 | $533K | Sell |
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|
2021
Q3 | $504K | Buy |
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|
2021
Q2 | $458K | Buy |
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|
2021
Q1 | $413K | Hold |
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|
2020
Q4 | $413K | Sell |
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|
2020
Q3 | $504K | Sell |
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|
2020
Q2 | $483K | Sell |
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|
2020
Q1 | $554K | Sell |
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|
2019
Q4 | $691K | Buy |
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