V Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $687K | Buy |
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|
2023
Q1 | $690K | Buy |
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|
2022
Q4 | $674K | Buy |
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|
2022
Q3 | $609K | Buy |
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|
2022
Q2 | $688K | Buy |
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|
2022
Q1 | $716K | Buy |
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|
2021
Q4 | $624K | Sell |
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|
2021
Q3 | $585K | Buy |
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|
2021
Q2 | $593K | Buy |
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|
2021
Q1 | $569K | Sell |
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|
2020
Q4 | $545K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $421K | Sell |
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|
2020
Q1 | $461K | Buy |
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|
2019
Q4 | $537K | Hold |
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|
2019
Q3 | $537K | Buy |
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|
2019
Q2 | $477K | Buy |
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|
2019
Q1 | $435K | Buy |
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|
2018
Q4 | $360K | Buy |
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|
2018
Q3 | $303K | Buy |
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|
2018
Q2 | $295K | Buy |
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|
2018
Q1 | $261K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $224K | Buy |
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|
2017
Q2 | $207K | Sell |
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|
2017
Q1 | $211K | Sell |
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|
2016
Q4 | $279K | Hold |
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|
2016
Q3 | $284K | Buy |
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|
2016
Q2 | $222K | Hold |
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|
2016
Q1 | $202K | Buy |
|