WealthSource Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $280K | Sell |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $307K | Sell |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $397K | Sell |
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|
2022
Q3 | $361K | Buy |
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|
2022
Q2 | $411K | Sell |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $443K | Buy |
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|
2021
Q3 | $407K | Buy |
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|
2021
Q2 | $406K | Buy |
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|
2021
Q1 | $391K | Buy |
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|
2020
Q4 | $235K | Hold |
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|
2020
Q3 | $228K | Sell |
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|
2020
Q2 | $214K | Hold |
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|
2020
Q1 | $216K | Sell |
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|
2019
Q4 | $291K | Sell |
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|
2019
Q3 | $320K | Sell |
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|
2019
Q2 | $312K | Buy |
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