Alta Capital Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-14,311
| Closed | -$1.02M | – | 105 |
|
|
2014
Q1 | $1.02M | Buy |
14,311
+831
| +6% | +$59.2K | 0.1% | 60 |
|
|
2013
Q4 | $930K | Buy |
13,480
+4,169
| +45% | +$288K | 0.1% | 60 |
|
|
2013
Q3 | $621K | Buy |
9,311
+754
| +9% | +$50.3K | 0.07% | 62 |
|
|
2013
Q2 | $577K | Buy |
+8,557
| New | +$577K | 0.08% | 63 |
|