WealthOne’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,049
| Closed | -$211K | – | 109 |
|
|
2022
Q4 | $211K | Buy |
+2,049
| New | +$211K | 0.09% | 110 |
|
|
2022
Q3 | – | Sell |
-2,037
| Closed | -$218K | – | 108 |
|
|
2022
Q2 | $218K | Buy |
2,037
+136
| +7% | +$14.6K | 0.09% | 113 |
|
|
2022
Q1 | $212K | Sell |
1,901
-54
| -3% | -$6.02K | 0.07% | 118 |
|
|
2021
Q4 | $205K | Buy |
+1,955
| New | +$205K | 0.07% | 111 |
|
|
2021
Q2 | – | Sell |
-2,203
| Closed | -$213K | – | 128 |
|
|
2021
Q1 | $213K | Buy |
+2,203
| New | +$213K | 0.09% | 115 |
|
|
2019
Q4 | – | Sell |
-3,282
| Closed | -$315K | – | 90 |
|
|
2019
Q3 | $315K | Buy |
3,282
+5
| +0.2% | +$480 | 0.23% | 64 |
|
|
2019
Q2 | $289K | Buy |
3,277
+2,939
| +870% | +$259K | 0.2% | 75 |
|
|
2019
Q1 | $273K | Sell |
338
-2,762
| -89% | -$2.23M | 0.31% | 63 |
|
|
2018
Q4 | $268K | Buy |
+3,100
| New | +$268K | 0.23% | 57 |
|