Baltimore-Washington Financial Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-15,000
| Closed | -$49K | – | 123 |
|
|
2020
Q2 | $49K | Buy |
+15,000
| New | +$49K | 0.01% | 121 |
|
|
2015
Q1 | – | Sell |
-40
| Closed | -$3K | – | 308 |
|
|
2014
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 238 |
|
|
2014
Q3 | $3K | Hold |
40
| – | – | ﹤0.01% | 255 |
|
|
2014
Q2 | $3K | Hold |
40
| – | – | ﹤0.01% | 264 |
|
|
2014
Q1 | $3K | Buy |
+40
| New | +$3K | ﹤0.01% | 217 |
|
|
2013
Q3 | – | Sell |
-20,901
| Closed | -$1.41M | – | 211 |
|
|
2013
Q2 | $1.41M | Buy |
+20,901
| New | +$1.41M | 0.61% | 65 |
|