TLWM Financial’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6,157
| Closed | -$564K | – | 70 |
|
|
2020
Q4 | $564K | Buy |
6,157
+11
| +0.2% | +$1.01K | 0.23% | 49 |
|
|
2020
Q3 | $566K | Buy |
6,146
+222
| +4% | +$20.4K | 0.27% | 36 |
|
|
2020
Q2 | $475K | Sell |
5,924
-45
| -0.8% | -$3.61K | 0.28% | 40 |
|
|
2020
Q1 | $485K | Buy |
5,969
+59
| +1% | +$4.79K | 0.28% | 33 |
|
|
2019
Q4 | $536K | Sell |
5,910
-27
| -0.5% | -$2.45K | 0.26% | 42 |
|
|
2019
Q3 | $567K | Sell |
5,937
-210
| -3% | -$20.1K | 0.29% | 32 |
|
|
2019
Q2 | $541K | Sell |
6,147
-194
| -3% | -$17.1K | 0.31% | 33 |
|
|
2019
Q1 | $568K | Buy |
+6,341
| New | +$568K | 0.32% | 30 |
|