WR Wealth Planners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $184K | Buy |
1,705
+57
| +3% | +$6.14K | 0.06% | 164 |
|
|
2024
Q3 | $190K | Buy |
1,648
+93
| +6% | +$10.7K | 0.05% | 193 |
|
|
2024
Q2 | $156K | Sell |
1,555
-202
| -11% | -$20.3K | 0.05% | 201 |
|
|
2024
Q1 | $170K | Buy |
+1,757
| New | +$170K | 0.05% | 194 |
|
|
2023
Q4 | – | Sell |
-1,771
| Closed | -$156K | – | 363 |
|
|
2023
Q3 | $156K | Sell |
1,771
-128
| -7% | -$11.3K | 0.06% | 195 |
|
|
2023
Q2 | $170K | Sell |
1,899
-24
| -1% | -$2.15K | 0.07% | 187 |
|
|
2023
Q1 | $185K | Buy |
1,923
+1,557
| +425% | +$150K | 0.08% | 162 |
|
|
2022
Q4 | $37.7K | Sell |
366
-44
| -11% | -$4.54K | 0.02% | 186 |
|
|
2022
Q3 | $38.1K | Buy |
410
+4
| +1% | +$372 | 0.03% | 179 |
|
|
2022
Q2 | $43.6K | Buy |
406
+3
| +0.7% | +$322 | 0.03% | 183 |
|
|
2022
Q1 | $45K | Buy |
+403
| New | +$45K | 0.03% | 176 |
|