Cedar Hill Associates’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-4,840
| Closed | -$383K | – | 125 |
|
2018
Q2 | $383K | Sell |
4,840
-193
| -4% | -$15.3K | 0.08% | 115 |
|
2018
Q1 | $390K | Buy |
5,033
+6
| +0.1% | +$465 | 0.08% | 106 |
|
2017
Q4 | $419K | Buy |
5,027
+708
| +16% | +$59K | 0.07% | 106 |
|
2017
Q3 | $363K | Buy |
+4,319
| New | +$363K | 0.06% | 119 |
|