Credential Securities’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $711K | Buy |
8,986
+1,921
| +27% | +$152K | 0.16% | 92 |
|
|
2018
Q1 | $547K | Buy |
7,065
+2,372
| +51% | +$184K | 0.13% | 115 |
|
|
2017
Q4 | $395K | Sell |
4,693
-64
| -1% | -$5.38K | 0.1% | 138 |
|
|
2017
Q3 | $399K | Sell |
4,757
-26
| -0.5% | -$2.18K | 0.11% | 137 |
|
|
2017
Q2 | $402K | Sell |
4,783
-128
| -3% | -$10.8K | 0.12% | 131 |
|
|
2017
Q1 | $403K | Sell |
4,911
-29
| -0.6% | -$2.38K | 0.14% | 132 |
|
|
2016
Q4 | $383K | Sell |
4,940
-165
| -3% | -$12.8K | 0.15% | 129 |
|
|
2016
Q3 | $409K | Buy |
5,105
+7
| +0.1% | +$560 | 0.19% | 126 |
|
|
2016
Q2 | $437K | Sell |
5,098
-31
| -0.6% | -$2.66K | 0.23% | 118 |
|
|
2016
Q1 | $414K | Sell |
5,129
-10
| -0.2% | -$807 | 0.24% | 118 |
|
|
2015
Q4 | $367K | Buy |
5,139
+128
| +3% | +$9.14K | 0.24% | 112 |
|
|
2015
Q3 | $360K | Buy |
5,011
+46
| +0.9% | +$3.31K | 0.25% | 109 |
|
|
2015
Q2 | $350K | Buy |
4,965
+90
| +2% | +$6.35K | 0.22% | 112 |
|
|
2015
Q1 | $374K | Buy |
4,875
+184
| +4% | +$14.1K | 0.24% | 109 |
|
|
2014
Q4 | $392K | Buy |
4,691
+101
| +2% | +$8.44K | 0.25% | 103 |
|
|
2014
Q3 | $340K | Buy |
4,590
+241
| +6% | +$17.9K | 0.23% | 113 |
|
|
2014
Q2 | $323K | Buy |
+4,349
| New | +$323K | 0.21% | 112 |
|