Asset Planning Services (Pennsylvania)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-593
| Closed | -$57K | – | 117 |
|
|
2019
Q3 | $57K | Buy |
593
+6
| +1% | +$577 | 0.02% | 126 |
|
|
2019
Q2 | $52K | Buy |
587
+6
| +1% | +$532 | 0.02% | 132 |
|
|
2019
Q1 | $52K | Buy |
581
+6
| +1% | +$537 | 0.02% | 130 |
|
|
2018
Q4 | $50K | Buy |
575
+5
| +0.9% | +$435 | 0.03% | 123 |
|
|
2018
Q3 | $48K | Buy |
570
+7
| +1% | +$589 | 0.02% | 130 |
|
|
2018
Q2 | $45K | Buy |
563
+7
| +1% | +$560 | 0.02% | 133 |
|
|
2018
Q1 | $43K | Buy |
556
+6
| +1% | +$464 | 0.02% | 135 |
|
|
2017
Q4 | $46K | Buy |
550
+6
| +1% | +$502 | 0.02% | 138 |
|
|
2017
Q3 | $46K | Buy |
544
+5
| +0.9% | +$423 | 0.03% | 148 |
|
|
2017
Q2 | $45K | Buy |
539
+5
| +0.9% | +$417 | 0.03% | 142 |
|
|
2017
Q1 | $44K | Buy |
+534
| New | +$44K | 0.03% | 152 |
|