Weather Gauge Advisory’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $803K | Buy |
8,230
+7
| +0.1% | +$683 | 0.97% | 35 |
|
|
2021
Q2 | $812K | Buy |
8,223
+12
| +0.1% | +$1.19K | 0.94% | 35 |
|
|
2021
Q1 | $793K | Sell |
8,211
-922
| -10% | -$89K | 0.94% | 39 |
|
|
2020
Q4 | $836K | Sell |
9,133
-1,606
| -15% | -$147K | 0.97% | 34 |
|
|
2020
Q3 | $951K | Buy |
10,739
+73
| +0.7% | +$6.47K | 1.12% | 27 |
|
|
2020
Q2 | $852K | Sell |
10,666
-747
| -7% | -$59.7K | 1.02% | 30 |
|
|
2020
Q1 | $923K | Buy |
11,413
+201
| +2% | +$16.3K | 1.12% | 28 |
|
|
2019
Q4 | $1.02M | Sell |
11,212
-11
| -0.1% | -$1K | 0.9% | 34 |
|
|
2019
Q3 | $1.08M | Sell |
11,223
-329
| -3% | -$31.5K | 1.01% | 31 |
|
|
2019
Q2 | $1.02M | Buy |
11,552
+125
| +1% | +$11K | 0.98% | 31 |
|
|
2019
Q1 | $1.03M | Sell |
11,427
-390
| -3% | -$35.1K | 1% | 30 |
|
|
2018
Q4 | $1.02M | Buy |
+11,817
| New | +$1.02M | 1.12% | 28 |
|