ARS Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $8.1M | Buy |
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|
2021
Q1 | $7.6M | Buy |
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|
2020
Q4 | $7.1M | Buy |
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|
2020
Q3 | $6.53M | Buy |
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|
2020
Q2 | $3.75M | Buy |
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|
2020
Q1 | $2.61M | Sell |
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|
2019
Q4 | $2.95M | Sell |
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|
2019
Q3 | $3.15M | Sell |
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|
2019
Q2 | $2.97M | Buy |
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|
2019
Q1 | $2.76M | Buy |
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|
2018
Q4 | $2.61M | Buy |
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|
2018
Q3 | $2.21M | Buy |
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|
2018
Q2 | $1.52M | Sell |
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|
2018
Q1 | $1.52M | Sell |
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|
2017
Q4 | $1.72M | Sell |
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|
2017
Q3 | $1.98M | Sell |
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|
2017
Q2 | $2.1M | Sell |
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|
2017
Q1 | $2.19M | Sell |
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|
2016
Q4 | $2.09M | Sell |
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|
2016
Q3 | $2.87M | Buy |
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|
2016
Q2 | $2.87M | Buy |
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|
2016
Q1 | $2.63M | Buy |
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|
2015
Q4 | $577K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $213K | Sell |
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|
2013
Q4 | $220K | Buy |
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