Agran Libbie’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $209K | Sell |
2,552
-83
| -3% | -$6.8K | 0.05% | 118 |
|
|
2016
Q4 | $204K | Buy |
2,635
+1
| +0% | +$77 | 0.05% | 119 |
|
|
2016
Q3 | $211K | Buy |
2,634
+1
| +0% | +$80 | 0.06% | 104 |
|
|
2016
Q2 | $226K | Buy |
2,633
+1
| +0% | +$86 | 0.06% | 120 |
|
|
2016
Q1 | $212K | Buy |
+2,632
| New | +$212K | 0.05% | 117 |
|
|
2015
Q2 | – | Sell |
-2,729
| Closed | -$210K | – | 122 |
|
|
2015
Q1 | $210K | Buy |
2,729
+1
| +0% | +$77 | 0.05% | 130 |
|
|
2014
Q4 | $228K | Sell |
2,728
-1,166
| -30% | -$97.5K | 0.05% | 120 |
|
|
2014
Q3 | $291K | Buy |
3,894
+1
| +0% | +$75 | 0.07% | 113 |
|
|
2014
Q2 | $289K | Sell |
3,893
-100
| -3% | -$7.42K | 0.07% | 103 |
|
|
2014
Q1 | $284K | Sell |
3,993
-513
| -11% | -$36.5K | 0.08% | 100 |
|
|
2013
Q4 | $311K | Sell |
4,506
-8,264
| -65% | -$570K | 0.08% | 105 |
|
|
2013
Q3 | $853K | Sell |
12,770
-2,259
| -15% | -$151K | 0.25% | 74 |
|
|
2013
Q2 | $1.01M | Buy |
+15,029
| New | +$1.01M | 0.29% | 71 |
|