Watchman Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,459
| Closed | -$338K | – | 80 |
|
|
2021
Q3 | $338K | Hold |
3,459
| – | – | 0.22% | 59 |
|
|
2021
Q2 | $342K | Sell |
3,459
-733
| -17% | -$72.5K | 0.2% | 61 |
|
|
2021
Q1 | $404K | Sell |
4,192
-299
| -7% | -$28.8K | 0.25% | 61 |
|
|
2020
Q4 | $411K | Sell |
4,491
-994
| -18% | -$91K | 0.27% | 64 |
|
|
2020
Q3 | $486K | Buy |
5,485
+94
| +2% | +$8.33K | 0.36% | 60 |
|
|
2020
Q2 | $431K | Sell |
5,391
-200
| -4% | -$16K | 0.36% | 59 |
|
|
2020
Q1 | $452K | Hold |
5,591
| – | – | 0.47% | 56 |
|
|
2019
Q4 | $510K | Buy |
+5,591
| New | +$510K | 0.38% | 60 |
|