Crescent Grove 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
Q4 | – | Sell |
-5,870
| Closed | -$470K | – | 158 |
|
|
2018
Q3 | $470K | Sell |
5,870
-1,000
| -15% | -$80.1K | 0.1% | 86 |
|
|
2018
Q2 | $543K | Buy |
6,870
+1,000
| +17% | +$79K | 0.13% | 79 |
|
|
2018
Q1 | $455K | Sell |
5,870
-1,312
| -18% | -$102K | 0.11% | 85 |
|
|
2017
Q4 | $604K | Hold |
7,182
| – | – | 0.15% | 72 |
|
|
2017
Q3 | $603K | Hold |
7,182
| – | – | 0.15% | 72 |
|
|
2017
Q2 | $600K | Buy |
+7,182
| New | +$600K | 0.17% | 68 |
|