Davidson & Garrard’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$2.9M Sell
2017
Q2
$3.05M Sell
2017
Q1
$3.05M Sell
2016
Q4
$2.92M Sell
2016
Q3
$3.14M Sell
2016
Q2
$3.45M Sell
2016
Q1
$3.36M Sell
2015
Q4
$3.08M Sell
2015
Q3
$3.13M Sell
2015
Q2
$3.11M Buy
2015
Q1
$3.35M Sell
2014
Q4
$3.74M Sell
2014
Q3
$3.37M Buy
2014
Q2
$3.34M Sell
2014
Q1
$3.23M Buy
2013
Q4
$3.1M Sell
2013
Q3
$3.06M Sell
2013
Q2
$3.1M Buy