Boston Family Office’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-3,283
| Closed | -$252K | – | 258 |
|
|
2015
Q1 | $252K | Sell |
3,283
-33
| -1% | -$2.53K | 0.03% | 239 |
|
|
2014
Q4 | $277K | Sell |
3,316
-8
| -0.2% | -$668 | 0.03% | 233 |
|
|
2014
Q3 | $249K | Hold |
3,324
| – | – | 0.03% | 241 |
|
|
2014
Q2 | $247K | Sell |
3,324
-653
| -16% | -$48.5K | 0.03% | 244 |
|
|
2014
Q1 | $283K | Sell |
3,977
-918
| -19% | -$65.3K | 0.04% | 228 |
|
|
2013
Q4 | $338K | Hold |
4,895
| – | – | 0.04% | 216 |
|
|
2013
Q3 | $327K | Sell |
4,895
-24
| -0.5% | -$1.6K | 0.05% | 225 |
|
|
2013
Q2 | $332K | Buy |
+4,919
| New | +$332K | 0.05% | 208 |
|