Ten Capital Wealth Advisors’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 |
-50
| Closed | -$4.82K | – | 278 |
|
|
2023
Q1 | $4.82K | Sell |
50
-12
| -19% | -$1.16K | ﹤0.01% | 422 |
|
|
2022
Q4 | $6.39K | Sell |
62
-54
| -47% | -$5.56K | ﹤0.01% | 359 |
|
|
2022
Q3 | $11K | Buy |
116
+66
| +132% | +$6.26K | 0.01% | 290 |
|
|
2022
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 325 |
|
|
2022
Q1 | $6K | Hold |
50
| – | – | ﹤0.01% | 347 |
|
|
2021
Q4 | $5K | Sell |
50
-81
| -62% | -$8.1K | ﹤0.01% | 365 |
|
|
2021
Q3 | $13K | Sell |
131
-45
| -26% | -$4.47K | 0.01% | 243 |
|
|
2021
Q2 | $17K | Buy |
176
+95
| +117% | +$9.18K | ﹤0.01% | 259 |
|
|
2021
Q1 | $7K | Hold |
81
| – | – | ﹤0.01% | 282 |
|
|
2020
Q4 | $7K | Buy |
+81
| New | +$7K | ﹤0.01% | 280 |
|