Wealth Effects’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,032
| Closed | -$204K | – | 220 |
|
|
2024
Q2 | $204K | Buy |
+2,032
| New | +$204K | 0.07% | 188 |
|
|
2023
Q4 | – | Sell |
-2,315
| Closed | -$204K | – | 230 |
|
|
2023
Q3 | $204K | Sell |
2,315
-325
| -12% | -$28.7K | 0.1% | 165 |
|
|
2023
Q2 | $237K | Buy |
2,640
+1
| +0% | +$90 | 0.1% | 157 |
|
|
2023
Q1 | $255K | Buy |
2,639
+1
| +0% | +$96 | 0.13% | 151 |
|
|
2022
Q4 | $272K | Buy |
2,638
+66
| +3% | +$6.8K | 0.16% | 143 |
|
|
2022
Q3 | $239K | Buy |
2,572
+1
| +0% | +$93 | 0.15% | 140 |
|
|
2022
Q2 | $276K | Buy |
2,571
+1
| +0% | +$107 | 0.17% | 130 |
|
|
2022
Q1 | $287K | Hold |
2,570
| – | – | 0.13% | 141 |
|
|
2021
Q4 | $270K | Buy |
+2,570
| New | +$270K | 0.11% | 162 |
|