Darrell & King’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $225K | Hold |
2,455
| – | – | 0.04% | 39 |
|
|
2020
Q3 | $217K | Buy |
+2,455
| New | +$217K | 0.04% | 32 |
|
|
2020
Q2 | – | Sell |
-3,390
| Closed | -$274K | – | 44 |
|
|
2020
Q1 | $274K | Buy |
+3,390
| New | +$274K | 0.06% | 33 |
|
|
2019
Q3 | $326K | Hold |
3,400
| – | – | 0.07% | 38 |
|
|
2019
Q2 | $300K | Hold |
3,400
| – | – | 0.06% | 43 |
|
|
2019
Q1 | $306K | Hold |
3,400
| – | – | 0.05% | 43 |
|
|
2018
Q4 | $293K | Sell |
3,400
-102
| -3% | -$8.79K | 0.05% | 43 |
|
|
2018
Q3 | $280K | Hold |
3,502
| – | – | 0.04% | 45 |
|
|
2018
Q2 | $277K | Buy |
3,502
+102
| +3% | +$8.07K | 0.04% | 46 |
|
|
2018
Q1 | $263K | Hold |
3,400
| – | – | 0.04% | 46 |
|
|
2017
Q4 | $286K | Hold |
3,400
| – | – | 0.04% | 45 |
|
|
2017
Q3 | $285K | Hold |
3,400
| – | – | 0.04% | 44 |
|
|
2017
Q2 | $284K | Sell |
3,400
-134
| -4% | -$11.2K | 0.04% | 42 |
|
|
2017
Q1 | $290K | Buy |
3,534
+134
| +4% | +$11K | 0.05% | 42 |
|
|
2016
Q4 | $264K | Hold |
3,400
| – | – | 0.04% | 42 |
|
|
2016
Q3 | $272K | Hold |
3,400
| – | – | 0.05% | 40 |
|
|
2016
Q2 | $292K | Hold |
3,400
| – | – | 0.05% | 38 |
|
|
2016
Q1 | $274K | Hold |
3,400
| – | – | 0.05% | 40 |
|
|
2015
Q4 | $243K | Buy |
+3,400
| New | +$243K | 0.04% | 47 |
|