TRUADVICE’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 |
-2,717
| Closed | -$252K | – | 246 |
|
|
2023
Q2 | $252K | Buy |
2,717
+37
| +1% | +$3.44K | 0.09% | 213 |
|
|
2023
Q1 | $265K | Buy |
+2,680
| New | +$265K | 0.11% | 192 |
|
|
2021
Q1 | – | Sell |
-6,021
| Closed | -$552K | – | 287 |
|
|
2020
Q4 | $552K | Hold |
6,021
| – | – | 0.17% | 125 |
|
|
2020
Q3 | $550K | Buy |
+6,021
| New | +$550K | 0.22% | 103 |
|