ArchPoint Investors’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-360
Closed -$33K 136
2019
Q4
$33K Hold
360
0.01% 126
2019
Q3
$35K Hold
360
0.01% 118
2019
Q2
$32K Hold
360
0.01% 119
2019
Q1
$32K Hold
360
0.01% 120
2018
Q4
$31K Hold
360
0.01% 100
2018
Q3
$29K Hold
360
0.01% 122
2018
Q2
$28K Hold
360
0.01% 127
2018
Q1
$28K Hold
360
0.01% 141
2017
Q4
$30K Hold
360
0.01% 131
2017
Q3
$30K Hold
360
0.01% 138
2017
Q2
$30K Hold
360
0.01% 141
2017
Q1
$29K Buy
+360
New +$29K 0.01% 126
2016
Q3
Sell
-360
Closed -$31K 106
2016
Q2
$31K Hold
360
0.02% 118
2016
Q1
$29K Hold
360
0.02% 108
2015
Q4
$26K Buy
+360
New +$26K 0.02% 111
2015
Q1
Sell
-12,366
Closed -$1.03M 144
2014
Q4
$1.03M Hold
12,366
0.76% 35
2014
Q3
$925K Hold
12,366
0.78% 35
2014
Q2
$917K Sell
12,366
-260
-2% -$19.3K 0.77% 34
2014
Q1
$899K Buy
12,626
+260
+2% +$18.5K 0.81% 30
2013
Q4
$853K Buy
12,366
+360
+3% +$24.8K 0.78% 30
2013
Q3
$802K Buy
12,006
+300
+3% +$20K 0.88% 29
2013
Q2
$790K Buy
+11,706
New +$790K 0.93% 29