Balasa Dinverno & Foltz’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $768K | Buy |
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|
2022
Q2 | $748K | Sell |
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|
2022
Q1 | $799K | Sell |
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|
2021
Q4 | $821K | Sell |
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|
2021
Q3 | $2.18M | Buy |
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|
2021
Q2 | $1.51M | Buy |
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|
2021
Q1 | $711K | Buy |
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|
2020
Q4 | $650K | Buy |
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|
2020
Q3 | $434K | Sell |
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|
2020
Q2 | $588K | Buy |
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|
2020
Q1 | $276K | Sell |
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|
2019
Q4 | $353K | Buy |
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|
2019
Q3 | $331K | Buy |
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|
2019
Q2 | $302K | Sell |
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|
2019
Q1 | $316K | Buy |
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|
2018
Q4 | $279K | Sell |
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|
2018
Q3 | $285K | Buy |
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|
2018
Q2 | $269K | Sell |
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|
2018
Q1 | $405K | Sell |
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|
2017
Q4 | $802K | Buy |
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|
2017
Q3 | $673K | Buy |
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|
2017
Q2 | $564K | Buy |
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|
2017
Q1 | $498K | Buy |
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|
2016
Q4 | $455K | Buy |
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|
2016
Q3 | $272K | Buy |
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|
2016
Q2 | $258K | Sell |
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|
2016
Q1 | $245K | Sell |
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|
2015
Q4 | $238K | Sell |
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|
2015
Q3 | $293K | Sell |
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|
2015
Q2 | $344K | Buy |
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|
2015
Q1 | $348K | Sell |
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|
2014
Q4 | $385K | Buy |
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|
2014
Q3 | $313K | Buy |
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|
2014
Q2 | $290K | Sell |
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|
2014
Q1 | $289K | Buy |
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|
2013
Q4 | $260K | Buy |
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|
2013
Q3 | $243K | Sell |
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|
2013
Q2 | $263K | Buy |
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