Triad Financial Advisors’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 | $1.85M | Sell |
20,983
-107
| -0.5% | -$9.44K | 0.65% | 21 |
|
|
2023
Q2 | $1.89M | Sell |
21,090
-1,073
| -5% | -$96.3K | 0.78% | 21 |
|
|
2023
Q1 | $2.14M | Sell |
22,163
-784
| -3% | -$75.6K | 0.93% | 16 |
|
|
2022
Q4 | $2.36M | Sell |
22,947
-1,784
| -7% | -$184K | 1.05% | 15 |
|
|
2022
Q3 | $2.3M | Buy |
24,731
+3,291
| +15% | +$306K | 1.25% | 12 |
|
|
2022
Q2 | $2.3M | Buy |
21,440
+5
| +0% | +$536 | 1.27% | 10 |
|
|
2022
Q1 | $2.39M | Buy |
21,435
+258
| +1% | +$28.8K | 1.28% | 8 |
|
|
2021
Q4 | $2.22M | Buy |
+21,177
| New | +$2.22M | 1.32% | 10 |
|