Beacon Trust’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $665K | Sell |
|
|||||
|
2016
Q4 | $629K | Sell |
|
|||||
|
2016
Q3 | $657K | Hold |
|
|||||
|
2016
Q2 | $704K | Sell |
|
|||||
|
2016
Q1 | $666K | Sell |
|
|||||
|
2015
Q4 | $598K | Sell |
|
|||||
|
2015
Q3 | $624K | Sell |
|
|||||
|
2015
Q2 | $678K | Sell |
|
|||||
|
2015
Q1 | $754K | Sell |
|
|||||
|
2014
Q4 | $849K | Sell |
|
|||||
|
2014
Q3 | $776K | Sell |
|
|||||
|
2014
Q2 | $792K | Hold |
|
|||||
|
2014
Q1 | $761K | Sell |
|
|||||
|
2013
Q4 | $740K | Sell |
|
|||||
|
2013
Q3 | $745K | Sell |
|
|||||
|
2013
Q2 | $780K | Buy |
|