Boston Private Bank & Trust’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $3.09M | Sell |
40,185
-14,203
| -26% | -$1.09M | 0.14% | 150 |
|
|
2014
Q4 | $4.54M | Sell |
54,388
-878
| -2% | -$73.4K | 0.21% | 128 |
|
|
2014
Q3 | $4.13M | Sell |
55,266
-44,886
| -45% | -$3.36M | 0.2% | 131 |
|
|
2014
Q2 | $7.43M | Buy |
100,152
+9,378
| +10% | +$696K | 0.36% | 85 |
|
|
2014
Q1 | $6.47M | Buy |
90,774
+4,431
| +5% | +$316K | 0.33% | 98 |
|
|
2013
Q4 | $5.96M | Buy |
86,343
+3,830
| +5% | +$264K | 0.3% | 104 |
|
|
2013
Q3 | $5.51M | Sell |
82,513
-49,775
| -38% | -$3.32M | 0.31% | 100 |
|
|
2013
Q2 | $8.93M | Buy |
+132,288
| New | +$8.93M | 0.52% | 63 |
|