Berman Capital Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $287K | Buy |
2,945
+778
| +36% | +$75.8K | 0.05% | 208 |
|
|
2021
Q2 | $213K | Buy |
2,167
+829
| +62% | +$81.5K | 0.03% | 226 |
|
|
2021
Q1 | $129K | Buy |
1,338
+109
| +9% | +$10.5K | 0.03% | 253 |
|
|
2020
Q4 | $112K | Sell |
1,229
-20
| -2% | -$1.82K | 0.03% | 236 |
|
|
2020
Q3 | $109K | Sell |
1,249
-168
| -12% | -$14.7K | 0.03% | 218 |
|
|
2020
Q2 | $111K | Buy |
1,417
+36
| +3% | +$2.82K | 0.03% | 214 |
|
|
2020
Q1 | $110K | Buy |
1,381
+383
| +38% | +$30.5K | 0.04% | 181 |
|
|
2019
Q4 | $91K | Buy |
998
+1
| +0.1% | +$91 | 0.03% | 231 |
|
|
2019
Q3 | $95K | Buy |
997
+5
| +0.5% | +$476 | 0.03% | 215 |
|
|
2019
Q2 | $87K | Buy |
992
+222
| +29% | +$19.5K | 0.03% | 223 |
|
|
2019
Q1 | $69K | Sell |
770
-52
| -6% | -$4.66K | 0.02% | 235 |
|
|
2018
Q4 | $70K | Buy |
+822
| New | +$70K | 0.03% | 216 |
|