CT Financial Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $167K | Hold |
2,033
| – | – | 0.1% | 163 |
|
|
2016
Q4 | $158K | Hold |
2,033
| – | – | 0.1% | 158 |
|
|
2016
Q3 | $163K | Sell |
2,033
-400
| -16% | -$32K | 0.1% | 158 |
|
|
2016
Q2 | $209K | Hold |
2,433
| – | – | 0.13% | 139 |
|
|
2016
Q1 | $196K | Hold |
2,433
| – | – | 0.11% | 156 |
|
|
2015
Q4 | $174K | Sell |
2,433
-30
| -1% | -$2.14K | 0.1% | 162 |
|
|
2015
Q3 | $177K | Hold |
2,463
| – | – | 0.11% | 148 |
|
|
2015
Q2 | $174K | Sell |
2,463
-12
| -0.5% | -$847 | 0.1% | 170 |
|
|
2015
Q1 | $190K | Hold |
2,475
| – | – | 0.11% | 161 |
|
|
2014
Q4 | $207K | Buy |
+2,475
| New | +$207K | 0.16% | 112 |
|
|
2014
Q1 | $190K | Buy |
+2,475
| New | +$190K | 0.11% | 161 |
|