Towerpoint Wealth’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,724
| Closed | -$281K | – | 80 |
|
|
2022
Q4 | $281K | Sell |
2,724
-100
| -4% | -$10.3K | 0.16% | 69 |
|
|
2022
Q3 | $263K | Buy |
2,824
+100
| +4% | +$9.31K | 0.16% | 71 |
|
|
2022
Q2 | $292K | Hold |
2,724
| – | – | 0.17% | 71 |
|
|
2022
Q1 | $304K | Hold |
2,724
| – | – | 0.15% | 70 |
|
|
2021
Q4 | $286K | Sell |
2,724
-146
| -5% | -$15.3K | 0.14% | 70 |
|
|
2021
Q3 | $280K | Sell |
2,870
-106
| -4% | -$10.3K | 0.14% | 66 |
|
|
2021
Q2 | $294K | Buy |
2,976
+106
| +4% | +$10.5K | 0.15% | 64 |
|
|
2021
Q1 | $277K | Hold |
2,870
| – | – | 0.13% | 64 |
|
|
2020
Q4 | $263K | Hold |
2,870
| – | – | 0.13% | 59 |
|
|
2020
Q3 | $254K | Hold |
2,870
| – | – | 0.14% | 50 |
|
|
2020
Q2 | $229K | Hold |
2,870
| – | – | 0.14% | 53 |
|
|
2020
Q1 | $232K | Hold |
2,870
| – | – | 0.18% | 47 |
|
|
2019
Q4 | $262K | Hold |
2,870
| – | – | 0.17% | 46 |
|
|
2019
Q3 | $275K | Hold |
2,870
| – | – | 0.19% | 42 |
|
|
2019
Q2 | $249K | Hold |
2,870
| – | – | 0.17% | 45 |
|
|
2019
Q1 | $258K | Buy |
+2,870
| New | +$258K | 0.18% | 46 |
|