DDC
Daniel Devine & Co’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-14,500
| Closed | -$1.17M | – | 54 |
|
|
2016
Q1 | $1.17M | Sell |
14,500
-1,800
| -11% | -$145K | 0.76% | 42 |
|
|
2015
Q4 | $1.16M | Hold |
16,300
| – | – | 0.77% | 42 |
|
|
2015
Q3 | $1.17M | Hold |
16,300
| – | – | 0.83% | 39 |
|
|
2015
Q2 | $1.15M | Hold |
16,300
| – | – | 0.79% | 37 |
|
|
2015
Q1 | $1.25M | Buy |
16,300
+5,900
| +57% | +$453K | 0.84% | 37 |
|
|
2014
Q4 | $869K | Buy |
+10,400
| New | +$869K | 0.62% | 41 |
|