Wealthspire Advisors (Maryland)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $957K | Buy |
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|
2020
Q2 | $718K | Buy |
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|
2020
Q1 | $564K | Sell |
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|
2019
Q4 | $642K | Buy |
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|
2019
Q3 | $627K | Buy |
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|
2019
Q2 | $493K | Sell |
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|
2019
Q1 | $603K | Buy |
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|
2018
Q4 | $499K | Buy |
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|
2018
Q3 | $461K | Sell |
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|
2018
Q2 | $465K | Sell |
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|
2018
Q1 | $511K | Sell |
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|
2017
Q4 | $726K | Buy |
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|
2017
Q3 | $649K | Sell |
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|
2017
Q2 | $741K | Buy |
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|
2017
Q1 | $523K | Buy |
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|
2016
Q4 | $297K | Sell |
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|
2016
Q3 | $348K | Buy |
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|
2016
Q2 | $328K | Buy |
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|
2016
Q1 | $299K | Sell |
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|
2015
Q4 | $315K | Buy |
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