TrinityPoint Wealth, LLC DUK Holdings History
TrinityPoint Wealth, LLC's Duke Energy Corp Holding Summary
As of 2024-12-31, TrinityPoint Wealth, LLC held 11,252.00 shares of Duke Energy Corp(DUK), totaling $1.21 Mil. This investment constitutes 0.17% of their stock portfolio, and TrinityPoint Wealth, LLC now holds 0% of the outstanding Duke Energy Corp(DUK) stock.
The initial trade took place in 2018Q4. And since then TrinityPoint Wealth, LLC has made 15 purchases of DUK, at an average price of $96.67, for a total of 43,286.00 shares. In addition, there have been 9 sales at an average price of $103.94 for 32,034.00 shares. Based on historical transaction data and DUK's current price of $118.42, TrinityPoint Wealth, LLC's estimated gain on his DUK holdings is $477,493.80, reflecting a 11.41% gain to date.
TrinityPoint Wealth, LLC DUK ($118.42) Holding Chart
TrinityPoint Wealth, LLC DUK ($118.42) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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