Catamount Wealth Management’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 | $127K | Buy |
1,408
+220
| +19% | +$19.8K | 0.07% | 59 |
|
|
2018
Q4 | $104K | Buy |
1,188
+55
| +5% | +$4.82K | 0.07% | 53 |
|
|
2018
Q3 | $91K | Hold |
1,133
| – | – | 0.04% | 63 |
|
|
2018
Q2 | $92K | Buy |
1,133
+183
| +19% | +$14.9K | 0.04% | 57 |
|
|
2018
Q1 | $74K | Buy |
950
+250
| +36% | +$19.5K | 0.04% | 68 |
|
|
2017
Q4 | $59K | Buy |
+700
| New | +$59K | 0.03% | 72 |
|