Ashburton (Jersey)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-151
| Closed | -$14K | – | 66 |
|
|
2020
Q4 | $14K | Hold |
151
| – | – | 0.01% | 56 |
|
|
2020
Q3 | $12K | Hold |
151
| – | – | 0.01% | 58 |
|
|
2020
Q2 | $12K | Sell |
151
-920
| -86% | -$73.1K | 0.01% | 58 |
|
|
2020
Q1 | $87K | Hold |
1,071
| – | – | 0.04% | 38 |
|
|
2019
Q4 | $98K | Sell |
1,071
-40
| -4% | -$3.66K | 0.04% | 41 |
|
|
2019
Q3 | $107K | Hold |
1,111
| – | – | 0.05% | 39 |
|
|
2019
Q2 | $98K | Buy |
+1,111
| New | +$98K | 0.05% | 43 |
|