WIA
Westbourne Investment Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,595
| Closed | -$443K | – | 90 |
|
|
2023
Q1 | $443K | Hold |
4,595
| – | – | 0.21% | 70 |
|
|
2022
Q4 | $473K | Hold |
4,595
| – | – | 0.24% | 66 |
|
|
2022
Q3 | $427K | Hold |
4,595
| – | – | 0.23% | 67 |
|
|
2022
Q2 | $493K | Hold |
4,595
| – | – | 0.31% | 62 |
|
|
2022
Q1 | $513K | Buy |
4,595
+1,250
| +37% | +$140K | 0.21% | 66 |
|
|
2021
Q4 | $351K | Buy |
+3,345
| New | +$351K | 0.14% | 75 |
|