Clear Perspective Advisors’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 |
-340
| Closed | -$27K | – | 214 |
|
|
2018
Q2 | $27K | Sell |
340
-325
| -49% | -$25.8K | 0.02% | 292 |
|
|
2018
Q1 | $52K | Buy |
665
+75
| +13% | +$5.87K | 0.04% | 234 |
|
|
2017
Q4 | $50K | Sell |
590
-39
| -6% | -$3.31K | 0.04% | 233 |
|
|
2017
Q3 | $53K | Buy |
629
+39
| +7% | +$3.29K | 0.04% | 227 |
|
|
2017
Q2 | $49K | Sell |
590
-280
| -32% | -$23.3K | 0.04% | 218 |
|
|
2017
Q1 | $71K | Hold |
870
| – | – | 0.05% | 185 |
|
|
2016
Q4 | $68K | Buy |
+870
| New | +$68K | 0.05% | 184 |
|