Treasure Coast Financial Planning’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,424
| Closed | -$397K | – | 32 |
|
|
2023
Q2 | $397K | Hold |
4,424
| – | – | 0.27% | 27 |
|
|
2023
Q1 | $427K | Hold |
4,424
| – | – | 0.3% | 28 |
|
|
2022
Q4 | $456K | Buy |
4,424
+20
| +0.5% | +$2.06K | 0.34% | 26 |
|
|
2022
Q3 | $410K | Buy |
4,404
+10
| +0.2% | +$931 | 0.33% | 22 |
|
|
2022
Q2 | $471K | Hold |
4,394
| – | – | 0.36% | 21 |
|
|
2022
Q1 | $491K | Buy |
4,394
+20
| +0.5% | +$2.24K | 0.38% | 24 |
|
|
2021
Q4 | $459K | Buy |
+4,374
| New | +$459K | 0.36% | 24 |
|