Bellwether Investment Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $257K | Buy |
3,059
+98
| +3% | +$8.23K | 1.03% | 38 |
|
|
2017
Q3 | $248K | Buy |
2,961
+177
| +6% | +$14.8K | 1.17% | 39 |
|
|
2017
Q2 | $233K | Buy |
2,784
+115
| +4% | +$9.63K | 1.08% | 45 |
|
|
2017
Q1 | $219K | Sell |
2,669
-4,123
| -61% | -$338K | 0.58% | 48 |
|
|
2016
Q4 | $527K | Buy |
+6,792
| New | +$527K | 0.47% | 48 |
|
|
2016
Q2 | $459K | Buy |
+5,347
| New | +$459K | 0.5% | 54 |
|