BMM
Buffington Mohr McNeal’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-241
| Closed | -$22K | – | 170 |
|
|
2019
Q1 | $22K | Buy |
+241
| New | +$22K | 0.01% | 228 |
|
|
2014
Q2 | – | Sell |
-37,380
| Closed | -$2.66M | – | 83 |
|
|
2014
Q1 | $2.66M | Buy |
37,380
+1,900
| +5% | +$135K | 1.59% | 15 |
|
|
2013
Q4 | $2.45M | Buy |
+35,480
| New | +$2.45M | 1.51% | 17 |
|