Aris Wealth Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $64K | Sell |
886
-335
| -27% | -$24.2K | 0.13% | 71 |
|
|
2015
Q2 | $86K | Sell |
1,221
-142
| -10% | -$10K | 0.08% | 154 |
|
|
2015
Q1 | $105K | Buy |
+1,363
| New | +$105K | 0.1% | 137 |
|
|
2014
Q4 | – | Sell |
-2,774
| Closed | -$207K | – | 112 |
|
|
2014
Q3 | $207K | Sell |
2,774
-140
| -5% | -$10.4K | 0.26% | 95 |
|
|
2014
Q2 | $216K | Buy |
+2,914
| New | +$216K | 0.28% | 95 |
|