Advocacy Wealth Management Services’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 | – | Sell |
-312
| Closed | -$31K | – | 182 |
|
|
2021
Q2 | $31K | Buy |
+312
| New | +$31K | 0.01% | 87 |
|
|
2019
Q1 | – | Sell |
-266
| Closed | -$23K | – | 145 |
|
|
2018
Q4 | $23K | Hold |
266
| – | – | 0.02% | 79 |
|
|
2018
Q3 | $21K | Hold |
266
| – | – | 0.01% | 87 |
|
|
2018
Q2 | $21K | Hold |
266
| – | – | 0.01% | 82 |
|
|
2018
Q1 | $21K | Hold |
266
| – | – | 0.01% | 84 |
|
|
2017
Q4 | $22K | Hold |
266
| – | – | 0.02% | 100 |
|
|
2017
Q3 | $22K | Sell |
266
-200
| -43% | -$16.5K | 0.01% | 126 |
|
|
2017
Q2 | $39K | Hold |
466
| – | – | 0.01% | 86 |
|
|
2017
Q1 | $38K | Hold |
466
| – | – | 0.01% | 92 |
|
|
2016
Q4 | $36K | Hold |
466
| – | – | 0.01% | 94 |
|
|
2016
Q3 | $37K | Hold |
466
| – | – | 0.01% | 141 |
|
|
2016
Q2 | $40K | Sell |
466
-732
| -61% | -$62.8K | 0.02% | 171 |
|
|
2016
Q1 | $97K | Sell |
1,198
-866
| -42% | -$70.1K | 0.07% | 128 |
|
|
2015
Q4 | $145K | Buy |
+2,064
| New | +$145K | 0.16% | 98 |
|
|
2013
Q3 | $56K | Buy |
798
+566
| +244% | +$39.7K | 0.15% | 102 |
|
|
2013
Q2 | $16K | Buy |
+232
| New | +$16K | 0.06% | 159 |
|