Camarda Financial Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-466
| Closed | -$41K | – | 155 |
|
|
2019
Q2 | $41K | Sell |
466
-1,871
| -80% | -$165K | 0.08% | 79 |
|
|
2019
Q1 | $210K | Hold |
2,337
| – | – | 0.4% | 33 |
|
|
2018
Q4 | $202K | Sell |
2,337
-1,793
| -43% | -$155K | 0.24% | 43 |
|
|
2018
Q3 | $330K | Buy |
4,130
+1,841
| +80% | +$147K | 0.37% | 46 |
|
|
2018
Q2 | $181K | Sell |
2,289
-148
| -6% | -$11.7K | 0.19% | 67 |
|
|
2018
Q1 | $189K | Buy |
2,437
+143
| +6% | +$11.1K | 0.2% | 67 |
|
|
2017
Q4 | $193K | Buy |
2,294
+92
| +4% | +$7.74K | 0.23% | 70 |
|
|
2017
Q3 | $185K | Buy |
2,202
+72
| +3% | +$6.05K | 0.2% | 78 |
|
|
2017
Q2 | $178K | Buy |
2,130
+1,664
| +357% | +$139K | 0.19% | 77 |
|
|
2017
Q1 | $38K | Hold |
466
| – | – | 0.04% | 116 |
|
|
2016
Q4 | $36K | Hold |
466
| – | – | 0.02% | 134 |
|
|
2016
Q3 | $37K | Hold |
466
| – | – | 0.02% | 126 |
|
|
2016
Q2 | $40K | Hold |
466
| – | – | 0.03% | 145 |
|
|
2016
Q1 | $38K | Hold |
466
| – | – | 0.02% | 147 |
|
|
2015
Q4 | $33K | Hold |
466
| – | – | 0.02% | 164 |
|
|
2015
Q3 | $34K | Hold |
466
| – | – | 0.02% | 113 |
|
|
2015
Q2 | $33K | Hold |
466
| – | – | 0.02% | 147 |
|
|
2015
Q1 | $36K | Hold |
466
| – | – | 0.02% | 152 |
|
|
2014
Q4 | $39K | Hold |
466
| – | – | 0.02% | 140 |
|
|
2014
Q3 | $35K | Hold |
466
| – | – | 0.02% | 138 |
|
|
2014
Q2 | $35K | Buy |
+466
| New | +$35K | 0.02% | 144 |
|
|
2014
Q1 | – | Sell |
-1,666
| Closed | -$115K | – | 211 |
|
|
2013
Q4 | $115K | Buy |
+1,666
| New | +$115K | 0.09% | 69 |
|