Wealth Alliance Advisory Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,415
| Closed | -$253K | – | 160 |
|
|
2021
Q4 | $253K | Buy |
+2,415
| New | +$253K | 0.11% | 130 |
|
|
2021
Q2 | – | Sell |
-2,428
| Closed | -$234K | – | 151 |
|
|
2021
Q1 | $234K | Buy |
2,428
+43
| +2% | +$4.14K | 0.12% | 128 |
|
|
2020
Q4 | $218K | Buy |
2,385
+15
| +0.6% | +$1.37K | 0.12% | 132 |
|
|
2020
Q3 | $210K | Buy |
+2,370
| New | +$210K | 0.12% | 117 |
|