Concorde 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,120
| Closed | -$256K | – | 124 |
|
|
2017
Q1 | $256K | Buy |
3,120
+519
| +20% | +$42.6K | 0.42% | 88 |
|
|
2016
Q4 | $201K | Sell |
2,601
-440
| -14% | -$34K | 0.36% | 106 |
|
|
2016
Q3 | $243K | Buy |
3,041
+503
| +20% | +$40.2K | 0.31% | 96 |
|
|
2016
Q2 | $217K | Buy |
2,538
+10
| +0.4% | +$855 | 0.22% | 123 |
|
|
2016
Q1 | $203K | Buy |
+2,528
| New | +$203K | 0.23% | 106 |
|