Allegis Investment Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-3,569
| Closed | -$300K | – | 248 |
|
|
2017
Q3 | $300K | Sell |
3,569
-828
| -19% | -$69.6K | 0.07% | 206 |
|
|
2017
Q2 | $368K | Buy |
4,397
+266
| +6% | +$22.3K | 0.09% | 187 |
|
|
2017
Q1 | $339K | Sell |
4,131
-1,106
| -21% | -$90.8K | 0.09% | 190 |
|
|
2016
Q4 | $406K | Sell |
5,237
-55
| -1% | -$4.26K | 0.13% | 154 |
|
|
2016
Q3 | $424K | Sell |
5,292
-688
| -12% | -$55.1K | 0.16% | 144 |
|
|
2016
Q2 | $503K | Sell |
5,980
-98
| -2% | -$8.24K | 0.25% | 120 |
|
|
2016
Q1 | $490K | Sell |
6,078
-550
| -8% | -$44.3K | 0.28% | 114 |
|
|
2015
Q4 | $473K | Buy |
+6,628
| New | +$473K | 0.26% | 105 |
|