Demars Financial Group’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 | – | Sell |
-9,138
| Closed | -$809K | – | 71 |
|
|
2020
Q3 | $809K | Buy |
9,138
+125
| +1% | +$11.1K | 0.62% | 36 |
|
|
2020
Q2 | $720K | Buy |
9,013
+2,769
| +44% | +$221K | 0.6% | 37 |
|
|
2020
Q1 | $505K | Sell |
6,244
-151
| -2% | -$12.2K | 0.53% | 35 |
|
|
2019
Q4 | $583K | Buy |
+6,395
| New | +$583K | 0.53% | 34 |
|