Ulland Investment Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-172
| Closed | -$17K | – | 230 |
|
|
2023
Q4 | $17K | Hold |
172
| – | – | 0.02% | 144 |
|
|
2023
Q3 | $15K | Hold |
172
| – | – | 0.02% | 156 |
|
|
2023
Q2 | $15K | Hold |
172
| – | – | 0.02% | 149 |
|
|
2023
Q1 | $17K | Hold |
172
| – | – | 0.02% | 137 |
|
|
2022
Q4 | $18K | Buy |
+172
| New | +$18K | 0.02% | 139 |
|
|
2022
Q3 | – | Sell |
-60
| Closed | -$6K | – | 225 |
|
|
2022
Q2 | $6K | Hold |
60
| – | – | 0.01% | 205 |
|
|
2022
Q1 | $7K | Buy |
+60
| New | +$7K | 0.01% | 211 |
|