Boothe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,434
| Closed | -$354K | – | 32 |
|
|
2020
Q2 | $354K | Buy |
+4,434
| New | +$354K | 0.31% | 30 |
|
|
2019
Q4 | $396K | Sell |
4,345
-1,228
| -22% | -$112K | 0.4% | 22 |
|
|
2019
Q3 | $534K | Buy |
5,573
+49
| +0.9% | +$4.7K | 0.56% | 24 |
|
|
2019
Q2 | $487K | Buy |
5,524
+52
| +1% | +$4.58K | 0.6% | 23 |
|
|
2019
Q1 | $493K | Buy |
5,472
+51
| +0.9% | +$4.6K | 0.61% | 21 |
|
|
2018
Q4 | $468K | Buy |
5,421
+50
| +0.9% | +$4.32K | 0.6% | 17 |
|
|
2018
Q3 | $430K | Buy |
5,371
+56
| +1% | +$4.48K | 0.4% | 19 |
|
|
2018
Q2 | $420K | Buy |
+5,315
| New | +$420K | 0.39% | 21 |
|