Tilt Investment Management Holdings’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
$306K Sell
3,150
-959
-23% -$93.1K 0.33% 80
2023
Q3
$363K Hold
4,109
0.26% 103
2023
Q2
$369K Hold
4,109
0.24% 106
2023
Q1
$389K Buy
4,109
+521
+15% +$49.3K 0.29% 98
2022
Q4
$370K Buy
+3,588
New +$370K 0.31% 97