Camelot Portfolios’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,363
| Closed | -$722K | – | 244 |
|
|
2018
Q4 | $722K | Sell |
8,363
-94
| -1% | -$8.12K | 0.34% | 90 |
|
|
2018
Q3 | $677K | Sell |
8,457
-4
| -0% | -$320 | 0.3% | 92 |
|
|
2018
Q2 | $669K | Sell |
8,461
-772
| -8% | -$61K | 0.29% | 94 |
|
|
2018
Q1 | $746K | Sell |
9,233
-67
| -0.7% | -$5.41K | 0.35% | 80 |
|
|
2017
Q4 | $782K | Buy |
9,300
+34
| +0.4% | +$2.86K | 0.37% | 75 |
|
|
2017
Q3 | $778K | Buy |
9,266
+342
| +4% | +$28.7K | 0.38% | 72 |
|
|
2017
Q2 | $746K | Buy |
8,924
+77
| +0.9% | +$6.44K | 0.37% | 73 |
|
|
2017
Q1 | $726K | Buy |
+8,847
| New | +$726K | 0.35% | 81 |
|