Cornerstone Financial Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $2.18M | Buy |
25,881
+17,013
| +192% | +$1.43M | 0.71% | 37 |
|
|
2017
Q3 | $744K | Buy |
8,868
+200
| +2% | +$16.8K | 0.28% | 60 |
|
|
2017
Q2 | $725K | Sell |
8,668
-551
| -6% | -$46.1K | 0.29% | 63 |
|
|
2017
Q1 | $755K | Sell |
9,219
-4,941
| -35% | -$405K | 0.25% | 75 |
|
|
2016
Q4 | $1.1M | Sell |
14,160
-2,153
| -13% | -$167K | 0.35% | 61 |
|
|
2016
Q3 | $1.3M | Sell |
16,313
-494
| -3% | -$39.5K | 0.46% | 50 |
|
|
2016
Q2 | $1.44M | Sell |
16,807
-321
| -2% | -$27.5K | 0.51% | 51 |
|
|
2016
Q1 | $1.38M | Buy |
17,128
+308
| +2% | +$24.9K | 0.54% | 61 |
|
|
2015
Q4 | $1.2M | Buy |
+16,820
| New | +$1.2M | 0.44% | 67 |
|