WealthSource Partners’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $280K | Sell |
2,880
-26
| -0.9% | -$2.52K | 0.02% | 427 |
|
|
2023
Q3 | $257K | Sell |
2,906
-516
| -15% | -$45.5K | 0.02% | 428 |
|
|
2023
Q2 | $307K | Sell |
3,422
-215
| -6% | -$19.3K | 0.02% | 404 |
|
|
2023
Q1 | $351K | Sell |
3,637
-214
| -6% | -$20.6K | 0.02% | 379 |
|
|
2022
Q4 | $397K | Sell |
3,851
-25
| -0.6% | -$2.58K | 0.03% | 345 |
|
|
2022
Q3 | $361K | Buy |
3,876
+41
| +1% | +$3.82K | 0.03% | 360 |
|
|
2022
Q2 | $411K | Sell |
3,835
-220
| -5% | -$23.6K | 0.03% | 338 |
|
|
2022
Q1 | $453K | Sell |
4,055
-172
| -4% | -$19.2K | 0.03% | 362 |
|
|
2021
Q4 | $443K | Buy |
4,227
+58
| +1% | +$6.08K | 0.04% | 331 |
|
|
2021
Q3 | $407K | Buy |
4,169
+55
| +1% | +$5.37K | 0.04% | 324 |
|
|
2021
Q2 | $406K | Buy |
4,114
+60
| +1% | +$5.92K | 0.04% | 308 |
|
|
2021
Q1 | $391K | Buy |
4,054
+1,484
| +58% | +$143K | 0.04% | 290 |
|
|
2020
Q4 | $235K | Hold |
2,570
| – | – | 0.03% | 330 |
|
|
2020
Q3 | $228K | Sell |
2,570
-103
| -4% | -$9.14K | 0.03% | 309 |
|
|
2020
Q2 | $214K | Hold |
2,673
| – | – | 0.03% | 302 |
|
|
2020
Q1 | $216K | Sell |
2,673
-515
| -16% | -$41.6K | 0.03% | 291 |
|
|
2019
Q4 | $291K | Sell |
3,188
-154
| -5% | -$14.1K | 0.04% | 319 |
|
|
2019
Q3 | $320K | Sell |
3,342
-190
| -5% | -$18.2K | 0.05% | 315 |
|
|
2019
Q2 | $312K | Buy |
+3,532
| New | +$312K | 0.05% | 325 |
|