Centersquare Investment Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,500
| Closed | -$137K | – | 98 |
|
|
2020
Q4 | $137K | Buy |
1,500
+80
| +6% | +$7.31K | ﹤0.01% | 94 |
|
|
2020
Q3 | $126K | Buy |
1,420
+450
| +46% | +$39.9K | ﹤0.01% | 94 |
|
|
2020
Q2 | $77K | Sell |
970
-160
| -14% | -$12.7K | ﹤0.01% | 91 |
|
|
2020
Q1 | $91K | Buy |
1,130
+570
| +102% | +$45.9K | ﹤0.01% | 100 |
|
|
2019
Q4 | $51K | Hold |
560
| – | – | ﹤0.01% | 129 |
|
|
2019
Q3 | $54K | Hold |
560
| – | – | ﹤0.01% | 91 |
|
|
2019
Q2 | $49K | Hold |
560
| – | – | ﹤0.01% | 94 |
|
|
2019
Q1 | $50K | Sell |
560
-810
| -59% | -$72.3K | ﹤0.01% | 93 |
|
|
2018
Q4 | $118K | Hold |
1,370
| – | – | ﹤0.01% | 72 |
|
|
2018
Q3 | $110K | Sell |
1,370
-390
| -22% | -$31.3K | ﹤0.01% | 72 |
|
|
2018
Q2 | $139K | Buy |
1,760
+190
| +12% | +$15K | ﹤0.01% | 70 |
|
|
2018
Q1 | $122K | Buy |
+1,570
| New | +$122K | ﹤0.01% | 71 |
|