Wealthstreet Investment Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $4K | Hold |
38
| – | – | 0.11% | 66 |
|
|
2021
Q4 | $4K | Hold |
38
| – | – | 0.1% | 66 |
|
|
2021
Q3 | $4K | Hold |
38
| – | – | 0.11% | 66 |
|
|
2021
Q2 | $4K | Sell |
38
-16,739
| -100% | -$1.76M | 0.02% | 91 |
|
|
2021
Q1 | $1.62M | Sell |
16,777
-6
| -0% | -$579 | 0.16% | 132 |
|
|
2020
Q4 | $1.54M | Buy |
16,783
+759
| +5% | +$69.5K | 0.16% | 132 |
|
|
2020
Q3 | $1.42M | Buy |
16,024
+1,320
| +9% | +$117K | 0.16% | 126 |
|
|
2020
Q2 | $1.17M | Buy |
14,704
+669
| +5% | +$53.4K | 0.14% | 133 |
|
|
2020
Q1 | $1.14M | Buy |
14,035
+1,012
| +8% | +$81.8K | 0.17% | 118 |
|
|
2019
Q4 | $1.19M | Sell |
13,023
-399
| -3% | -$36.4K | 0.14% | 138 |
|
|
2019
Q3 | $1.26M | Buy |
13,422
+351
| +3% | +$32.8K | 0.16% | 118 |
|
|
2019
Q2 | $1.15M | Buy |
13,071
+182
| +1% | +$16.1K | 0.15% | 135 |
|
|
2019
Q1 | $1.16M | Buy |
12,889
+613
| +5% | +$55.2K | 0.15% | 132 |
|
|
2018
Q4 | $1.05M | Sell |
12,276
-520
| -4% | -$44.5K | 0.15% | 133 |
|
|
2018
Q3 | $1.02M | Sell |
12,796
-100
| -0.8% | -$8K | 0.13% | 153 |
|
|
2018
Q2 | $1.02M | Sell |
12,896
-383
| -3% | -$30.3K | 0.13% | 148 |
|
|
2018
Q1 | $1.03M | Buy |
13,279
+416
| +3% | +$32.2K | 0.13% | 149 |
|
|
2017
Q4 | $1.08M | Buy |
+12,863
| New | +$1.08M | 0.13% | 147 |
|