Clarus Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,207
| Closed | -$106K | – | 241 |
|
|
2019
Q2 | $106K | Buy |
1,207
+107
| +10% | +$9.4K | 0.08% | 181 |
|
|
2019
Q1 | $99K | Buy |
1,100
+11
| +1% | +$990 | 0.07% | 192 |
|
|
2018
Q4 | $94K | Buy |
1,089
+108
| +11% | +$9.32K | 0.15% | 174 |
|
|
2018
Q3 | $78K | Buy |
981
+18
| +2% | +$1.43K | 0.05% | 233 |
|
|
2018
Q2 | $75K | Buy |
+963
| New | +$75K | 0.06% | 227 |
|