Bridgewater Wealth & Financial Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $267K | Buy |
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|
2017
Q1 | $219K | Hold |
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|
2016
Q4 | $207K | Sell |
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|
2016
Q3 | $262K | Sell |
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|
2016
Q2 | $399K | Sell |
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|
2016
Q1 | $379K | Buy |
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|
2015
Q4 | $332K | Buy |
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|
2015
Q3 | $320K | Hold |
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|
2015
Q2 | $314K | Sell |
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|
2015
Q1 | $378K | Sell |
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|
2014
Q4 | $462K | Buy |
|