Tiedemann Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,581
| Closed | -$287K | – | 253 |
|
|
2022
Q1 | $287K | Buy |
2,581
+91
| +4% | +$10.1K | 0.01% | 233 |
|
|
2021
Q4 | $261K | Sell |
2,490
-1
| -0% | -$105 | 0.01% | 249 |
|
|
2021
Q3 | $242K | Buy |
2,491
+16
| +0.6% | +$1.55K | 0.01% | 259 |
|
|
2021
Q2 | $244K | Sell |
2,475
-191
| -7% | -$18.8K | 0.01% | 321 |
|
|
2021
Q1 | $256K | Buy |
2,666
+109
| +4% | +$10.5K | 0.01% | 284 |
|
|
2020
Q4 | $234K | Sell |
2,557
-3,865
| -60% | -$354K | 0.01% | 283 |
|
|
2020
Q3 | $569K | Sell |
6,422
-13,288
| -67% | -$1.18M | 0.03% | 216 |
|
|
2020
Q2 | $1.58M | Sell |
19,710
-11,760
| -37% | -$940K | 0.08% | 128 |
|
|
2020
Q1 | $2.55M | Buy |
31,470
+12,785
| +68% | +$1.03M | 0.16% | 90 |
|
|
2019
Q4 | $1.71M | Buy |
18,685
+13,918
| +292% | +$1.27M | 0.08% | 124 |
|
|
2019
Q3 | $458K | Buy |
4,767
+110
| +2% | +$10.6K | 0.02% | 224 |
|
|
2019
Q2 | $411K | Sell |
4,657
-2,388
| -34% | -$211K | 0.02% | 215 |
|
|
2019
Q1 | $635K | Sell |
7,045
-28
| -0.4% | -$2.52K | 0.03% | 274 |
|
|
2018
Q4 | $612K | Sell |
7,073
-4,490
| -39% | -$389K | 0.03% | 264 |
|
|
2018
Q3 | $925K | Buy |
11,563
+45
| +0.4% | +$3.6K | 0.05% | 177 |
|
|
2018
Q2 | $910K | Sell |
11,518
-17,110
| -60% | -$1.35M | 0.06% | 173 |
|
|
2018
Q1 | $2.22M | Buy |
28,628
+8,378
| +41% | +$649K | 0.15% | 86 |
|
|
2017
Q4 | $1.7M | Buy |
20,250
+5,927
| +41% | +$498K | 0.13% | 86 |
|
|
2017
Q3 | $1.2M | Sell |
14,323
-7,011
| -33% | -$588K | 0.11% | 134 |
|
|
2017
Q2 | $1.78M | Sell |
21,334
-3,328
| -13% | -$278K | 0.13% | 137 |
|
|
2017
Q1 | $2.02M | Buy |
+24,662
| New | +$2.02M | 0.17% | 116 |
|