Delphi Private Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-435
| Closed | -$37K | – | 93 |
|
|
2017
Q4 | $37K | Buy |
+435
| New | +$37K | 0.09% | 91 |
|
|
2017
Q1 | – | Sell |
-40
| Closed | -$3K | – | 159 |
|
|
2016
Q4 | $3K | Sell |
40
-24
| -38% | -$1.8K | 0.01% | 162 |
|
|
2016
Q3 | $5K | Sell |
64
-16
| -20% | -$1.25K | 0.01% | 156 |
|
|
2016
Q2 | $7K | Buy |
80
+22
| +38% | +$1.93K | 0.01% | 158 |
|
|
2016
Q1 | $5K | Sell |
58
-1
| -2% | -$86 | 0.01% | 180 |
|
|
2015
Q4 | $4K | Buy |
+59
| New | +$4K | 0.01% | 217 |
|