Capstone Asset 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
Q2 | $5.12M | Sell |
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|
2017
Q1 | $5.04M | Sell |
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|
2016
Q4 | $4.79M | Sell |
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|
2016
Q3 | $5.03M | Buy |
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|
2016
Q2 | $5.06M | Buy |
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|
2016
Q1 | $3.72M | Sell |
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|
2015
Q4 | $3.44M | Sell |
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|
2015
Q3 | $4.03M | Sell |
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|
2015
Q2 | $4.06M | Buy |
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|
2015
Q1 | $4.1M | Buy |
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|
2014
Q4 | $4.26M | Buy |
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|
2014
Q3 | $3.51M | Buy |
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|
2014
Q2 | $3.45M | Sell |
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|
2014
Q1 | $3.8M | Sell |
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|
2013
Q4 | $4.44M | Sell |
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|
2013
Q3 | $6.39M | Sell |
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|
2013
Q2 | $6.49M | Buy |
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