Walled Lake Planning & Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-24,695
| Closed | -$2.76M | – | 80 |
|
|
2022
Q1 | $2.76M | Sell |
24,695
-21,813
| -47% | -$2.44M | 1.64% | 26 |
|
|
2021
Q4 | $4.88M | Sell |
46,508
-597
| -1% | -$62.6K | 2.83% | 13 |
|
|
2021
Q3 | $4.6M | Buy |
47,105
+679
| +1% | +$66.3K | 2.83% | 9 |
|
|
2021
Q2 | $4.58M | Buy |
46,426
+337
| +0.7% | +$33.3K | 2.98% | 11 |
|
|
2021
Q1 | $4.45M | Buy |
46,089
+196
| +0.4% | +$18.9K | 3.09% | 10 |
|
|
2020
Q4 | $4.2M | Sell |
45,893
-483
| -1% | -$44.2K | 3.19% | 11 |
|
|
2020
Q3 | $4.11M | Buy |
46,376
+148
| +0.3% | +$13.1K | 3.33% | 11 |
|
|
2020
Q2 | $3.69M | Sell |
46,228
-589
| -1% | -$47.1K | 3.09% | 15 |
|
|
2020
Q1 | $3.79M | Sell |
46,817
-964
| -2% | -$78K | 3.46% | 14 |
|
|
2019
Q4 | $4.36M | Buy |
+47,781
| New | +$4.36M | 3.14% | 15 |
|