Berman Capital Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $287K | Buy |
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|
2021
Q2 | $213K | Buy |
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|
2021
Q1 | $129K | Buy |
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|
2020
Q4 | $112K | Sell |
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|
2020
Q3 | $109K | Sell |
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|
2020
Q2 | $111K | Buy |
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|
2020
Q1 | $110K | Buy |
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|
2019
Q4 | $91K | Buy |
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|
2019
Q3 | $95K | Buy |
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|
2019
Q2 | $87K | Buy |
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|
2019
Q1 | $69K | Sell |
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|
2018
Q4 | $70K | Buy |
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