Wealth Advisory Solutions’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 |
-17,664
| Closed | -$1.71M | – | 127 |
|
|
2023
Q4 | $1.71M | Sell |
17,664
-165
| -0.9% | -$16K | 0.6% | 36 |
|
|
2023
Q3 | $1.57M | Sell |
17,829
-852
| -5% | -$75.2K | 0.31% | 54 |
|
|
2023
Q2 | $1.68M | Buy |
18,681
+170
| +0.9% | +$15.3K | 0.45% | 54 |
|
|
2023
Q1 | $1.79M | Sell |
18,511
-867
| -4% | -$83.6K | 0.47% | 55 |
|
|
2022
Q4 | $2M | Buy |
19,378
+17,210
| +794% | +$1.77M | 0.54% | 50 |
|
|
2022
Q3 | $202K | Sell |
2,168
-1,201
| -36% | -$112K | 0.06% | 126 |
|
|
2022
Q2 | $361K | Buy |
3,369
+31
| +0.9% | +$3.32K | 0.09% | 105 |
|
|
2022
Q1 | $373K | Buy |
+3,338
| New | +$373K | 0.08% | 112 |
|
|
2021
Q3 | $322K | Buy |
+3,300
| New | +$322K | 0.07% | 126 |
|