ClariVest Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8
| Closed | -$1K | – | 901 |
|
|
2023
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 611 |
|
|
2020
Q3 | – | Sell |
-6
| Closed | – | – | 778 |
|
|
2020
Q2 | $0 | Sell |
6
-7
| -54% | – | ﹤0.01% | 799 |
|
|
2020
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 649 |
|
|
2019
Q1 | – | Sell |
-12
| Closed | -$1K | – | 727 |
|
|
2018
Q4 | $1K | Buy |
12
+4
| +50% | +$333 | ﹤0.01% | 663 |
|
|
2018
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 682 |
|
|
2014
Q4 | – | Sell |
-15
| Closed | -$1K | – | 569 |
|
|
2014
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 534 |
|