Traynor Capital Management’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 |
-2,000
| Closed | -$206K | – | 205 |
|
|
2022
Q4 | $206K | Buy |
+2,000
| New | +$206K | 0.03% | 163 |
|
|
2022
Q3 | – | Sell |
-1,949
| Closed | -$209K | – | 186 |
|
|
2022
Q2 | $209K | Buy |
+1,949
| New | +$209K | 0.04% | 145 |
|
|
2019
Q2 | – | Sell |
-2,234
| Closed | -$201K | – | 178 |
|
|
2019
Q1 | $201K | Buy |
+2,234
| New | +$201K | 0.07% | 151 |
|
|
2016
Q1 | – | Sell |
-3,504
| Closed | -$250K | – | 130 |
|
|
2015
Q4 | $250K | Buy |
+3,504
| New | +$250K | 0.18% | 103 |
|