TrueWealth LLC’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $110K | Hold |
1,378
| – | – | 0.05% | 194 |
|
|
2020
Q1 | $111K | Sell |
1,378
-39
| -3% | -$3.14K | 0.05% | 177 |
|
|
2019
Q4 | $129K | Hold |
1,417
| – | – | 0.05% | 179 |
|
|
2019
Q3 | $136K | Hold |
1,417
| – | – | 0.06% | 165 |
|
|
2019
Q2 | $125K | Buy |
1,417
+39
| +3% | +$3.44K | 0.06% | 177 |
|
|
2019
Q1 | $124K | Sell |
1,378
-2,000
| -59% | -$180K | 0.06% | 178 |
|
|
2018
Q4 | $291K | Buy |
3,378
+2,000
| +145% | +$172K | 0.15% | 97 |
|
|
2018
Q3 | $110K | Buy |
1,378
+200
| +17% | +$16K | 0.05% | 187 |
|
|
2018
Q2 | $93K | Hold |
1,178
| – | – | 0.04% | 205 |
|
|
2018
Q1 | $91K | Sell |
1,178
-34
| -3% | -$2.63K | 0.05% | 198 |
|
|
2017
Q4 | $102K | Buy |
+1,212
| New | +$102K | 0.05% | 208 |
|