TD Ameritrade Investment Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,649
| Closed | -$148K | – | 123 |
|
|
2023
Q2 | $148K | Sell |
1,649
-260
| -14% | -$23.3K | ﹤0.01% | 192 |
|
|
2023
Q1 | $184K | Sell |
1,909
-618
| -24% | -$59.6K | ﹤0.01% | 184 |
|
|
2022
Q4 | $260K | Sell |
2,527
-831
| -25% | -$85.5K | ﹤0.01% | 176 |
|
|
2022
Q3 | $312K | Sell |
3,358
-810
| -19% | -$75.3K | ﹤0.01% | 172 |
|
|
2022
Q2 | $447K | Sell |
4,168
-1,259
| -23% | -$135K | ﹤0.01% | 160 |
|
|
2022
Q1 | $606K | Buy |
5,427
+349
| +7% | +$39K | ﹤0.01% | 168 |
|
|
2021
Q4 | $533K | Sell |
5,078
-608
| -11% | -$63.8K | ﹤0.01% | 174 |
|
|
2021
Q3 | $504K | Buy |
5,686
+1,045
| +23% | +$92.6K | ﹤0.01% | 156 |
|
|
2021
Q2 | $458K | Buy |
4,641
+127
| +3% | +$12.5K | ﹤0.01% | 177 |
|
|
2021
Q1 | $413K | Hold |
4,514
| – | – | ﹤0.01% | 166 |
|
|
2020
Q4 | $413K | Sell |
4,514
-1,172
| -21% | -$107K | ﹤0.01% | 166 |
|
|
2020
Q3 | $504K | Sell |
5,686
-361
| -6% | -$32K | ﹤0.01% | 156 |
|
|
2020
Q2 | $483K | Sell |
6,047
-802
| -12% | -$64.1K | ﹤0.01% | 160 |
|
|
2020
Q1 | $554K | Sell |
6,849
-724
| -10% | -$58.6K | 0.01% | 151 |
|
|
2019
Q4 | $691K | Buy |
+7,573
| New | +$691K | 0.01% | 156 |
|