Braun-Bostich & Associates’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,595
| Closed | -$230K | – | 106 |
|
|
2020
Q3 | $230K | Sell |
2,595
-2,743
| -51% | -$243K | 0.23% | 78 |
|
|
2020
Q2 | $426K | Hold |
5,338
| – | – | 0.42% | 44 |
|
|
2020
Q1 | $414K | Sell |
5,338
-12
| -0.2% | -$931 | 0.53% | 40 |
|
|
2019
Q4 | $483K | Buy |
5,350
+1,328
| +33% | +$120K | 0.48% | 45 |
|
|
2019
Q3 | $386K | Buy |
4,022
+653
| +19% | +$62.7K | 0.45% | 48 |
|
|
2019
Q2 | $297K | Buy |
3,369
+1,474
| +78% | +$130K | 0.31% | 64 |
|
|
2019
Q1 | $171K | Buy |
1,895
+1,674
| +757% | +$151K | 0.18% | 117 |
|
|
2018
Q4 | $19K | Hold |
221
| – | – | 0.02% | 231 |
|
|
2018
Q3 | $18K | Buy |
221
+95
| +75% | +$7.74K | 0.02% | 238 |
|
|
2018
Q2 | $10K | Hold |
126
| – | – | 0.01% | 255 |
|
|
2018
Q1 | $10K | Hold |
126
| – | – | 0.01% | 255 |
|
|
2017
Q4 | $11K | Buy |
+126
| New | +$11K | 0.01% | 244 |
|