Baird’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | $3.89M | Sell |
50,719
-16,053
| -24% | -$1.23M | 0.04% | 398 |
|
2014
Q4 | $5.58M | Sell |
66,772
-3,475
| -5% | -$290K | 0.06% | 310 |
|
2014
Q3 | $5.25M | Sell |
70,247
-3,882
| -5% | -$290K | 0.07% | 243 |
|
2014
Q2 | $5.5M | Buy |
74,129
+10,656
| +17% | +$791K | 0.08% | 237 |
|
2014
Q1 | $4.52M | Sell |
63,473
-678
| -1% | -$48.3K | 0.07% | 283 |
|
2013
Q4 | $4.43M | Sell |
64,151
-6,304
| -9% | -$435K | 0.08% | 283 |
|
2013
Q3 | $4.71M | Sell |
70,455
-1,127
| -2% | -$75.3K | 0.09% | 263 |
|
2013
Q2 | $4.83M | Buy |
+71,582
| New | +$4.83M | 0.1% | 245 |
|