Ancora Family Wealth Advisors’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$264K Sell
3,294
-501
-13% -$40.2K 0.09% 181
2016
Q2
$326K Sell
3,795
-703
-16% -$60.4K 0.12% 144
2016
Q1
$363K Sell
4,498
-140
-3% -$11.3K 0.15% 138
2015
Q4
$331K Sell
4,638
-330
-7% -$23.6K 0.14% 142
2015
Q3
$357K Buy
+4,968
New +$357K 0.15% 144