TrueWealth LLC’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $110K | Hold |
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|
2020
Q1 | $111K | Sell |
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|
2019
Q4 | $129K | Hold |
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|
2019
Q3 | $136K | Hold |
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|
2019
Q2 | $125K | Buy |
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|
2019
Q1 | $124K | Sell |
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|
2018
Q4 | $291K | Buy |
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|
2018
Q3 | $110K | Buy |
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|
2018
Q2 | $93K | Hold |
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|
2018
Q1 | $91K | Sell |
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|
2017
Q4 | $102K | Buy |
|