WR Wealth Planners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $184K | Buy |
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|
2024
Q3 | $190K | Buy |
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|
2024
Q2 | $156K | Sell |
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|
2024
Q1 | $170K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $156K | Sell |
|
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|
2023
Q2 | $170K | Sell |
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|
2023
Q1 | $185K | Buy |
|
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|
2022
Q4 | $37.7K | Sell |
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|
2022
Q3 | $38.1K | Buy |
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|
2022
Q2 | $43.6K | Buy |
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|
2022
Q1 | $45K | Buy |
|