Beacon Capital Management Inc (Ohio)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Hold |
0
| – | – | – | 66 |
|
|
2018
Q2 | – | Sell |
-47
| Closed | -$4K | – | 78 |
|
|
2018
Q1 | $4K | Buy |
+47
| New | +$4K | ﹤0.01% | 51 |
|
|
2017
Q2 | – | Sell |
-3
| Closed | – | – | 102 |
|
|
2017
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 105 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$7K | – | 225 |
|
|
2015
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 146 |
|
|
2015
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 148 |
|
|
2015
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 165 |
|
|
2015
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 162 |
|
|
2014
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 147 |
|
|
2014
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 160 |
|
|
2014
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 162 |
|
|
2014
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 160 |
|
|
2013
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 157 |
|