Walled Lake Planning & Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.76M | Sell |
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|
2021
Q4 | $4.88M | Sell |
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|
2021
Q3 | $4.6M | Buy |
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|
2021
Q2 | $4.58M | Buy |
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|
2021
Q1 | $4.45M | Buy |
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|
2020
Q4 | $4.2M | Sell |
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|
2020
Q3 | $4.11M | Buy |
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|
2020
Q2 | $3.69M | Sell |
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|
2020
Q1 | $3.79M | Sell |
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|
2019
Q4 | $4.36M | Buy |
|