Armbruster 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,877
| Closed | -$210K | – | 111 |
|
|
2022
Q1 | $210K | Buy |
+1,877
| New | +$210K | 0.05% | 122 |
|
|
2018
Q2 | – | Sell |
-987
| Closed | -$76K | – | 108 |
|
|
2018
Q1 | $76K | Hold |
987
| – | – | 0.04% | 108 |
|
|
2017
Q4 | $83K | Hold |
987
| – | – | 0.04% | 105 |
|
|
2017
Q3 | $83K | Hold |
987
| – | – | 0.04% | 99 |
|
|
2017
Q2 | $83K | Hold |
987
| – | – | 0.04% | 103 |
|
|
2017
Q1 | $81K | Sell |
987
-288
| -23% | -$23.6K | 0.05% | 104 |
|
|
2016
Q4 | $99K | Hold |
1,275
| – | – | 0.06% | 97 |
|
|
2016
Q3 | $102K | Sell |
1,275
-111
| -8% | -$8.88K | 0.06% | 95 |
|
|
2016
Q2 | $119K | Hold |
1,386
| – | – | 0.08% | 85 |
|
|
2016
Q1 | $112K | Hold |
1,386
| – | – | 0.08% | 85 |
|
|
2015
Q4 | $99K | Buy |
+1,386
| New | +$99K | 0.09% | 92 |
|