Wealthspire Advisors (Maryland)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $957K | Buy |
10,801
+1,816
| +20% | +$161K | 0.03% | 197 |
|
|
2020
Q2 | $718K | Buy |
8,985
+2,015
| +29% | +$161K | 0.05% | 200 |
|
|
2020
Q1 | $564K | Sell |
6,970
-67
| -1% | -$5.42K | 0.05% | 212 |
|
|
2019
Q4 | $642K | Buy |
7,037
+495
| +8% | +$45.2K | 0.04% | 231 |
|
|
2019
Q3 | $627K | Buy |
6,542
+953
| +17% | +$91.3K | 0.05% | 222 |
|
|
2019
Q2 | $493K | Sell |
5,589
-1,107
| -17% | -$97.6K | 0.04% | 258 |
|
|
2019
Q1 | $603K | Buy |
6,696
+915
| +16% | +$82.4K | 0.05% | 220 |
|
|
2018
Q4 | $499K | Buy |
5,781
+22
| +0.4% | +$1.9K | 0.04% | 223 |
|
|
2018
Q3 | $461K | Sell |
5,759
-118
| -2% | -$9.45K | 0.04% | 263 |
|
|
2018
Q2 | $465K | Sell |
5,877
-720
| -11% | -$57K | 0.04% | 250 |
|
|
2018
Q1 | $511K | Sell |
6,597
-2,035
| -24% | -$158K | 0.05% | 241 |
|
|
2017
Q4 | $726K | Buy |
8,632
+901
| +12% | +$75.8K | 0.07% | 180 |
|
|
2017
Q3 | $649K | Sell |
7,731
-1,139
| -13% | -$95.6K | 0.07% | 193 |
|
|
2017
Q2 | $741K | Buy |
8,870
+2,498
| +39% | +$209K | 0.09% | 156 |
|
|
2017
Q1 | $523K | Buy |
6,372
+2,550
| +67% | +$209K | 0.07% | 173 |
|
|
2016
Q4 | $297K | Sell |
3,822
-523
| -12% | -$40.6K | 0.04% | 279 |
|
|
2016
Q3 | $348K | Buy |
4,345
+519
| +14% | +$41.6K | 0.05% | 234 |
|
|
2016
Q2 | $328K | Buy |
3,826
+124
| +3% | +$10.6K | 0.05% | 235 |
|
|
2016
Q1 | $299K | Sell |
3,702
-717
| -16% | -$57.9K | 0.05% | 255 |
|
|
2015
Q4 | $315K | Buy |
+4,419
| New | +$315K | 0.06% | 248 |
|