Douglas C. Lane & Associates’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,926
| Closed | -$207K | – | 242 |
|
|
2015
Q2 | $207K | Sell |
2,926
-86
| -3% | -$6.08K | 0.01% | 219 |
|
|
2015
Q1 | $231K | Buy |
3,012
+213
| +8% | +$16.3K | 0.01% | 212 |
|
|
2014
Q4 | $234K | Sell |
2,799
-602
| -18% | -$50.3K | 0.01% | 210 |
|
|
2014
Q3 | $254K | Sell |
3,401
-683
| -17% | -$51K | 0.01% | 198 |
|
|
2014
Q2 | $303K | Sell |
4,084
-925
| -18% | -$68.6K | 0.01% | 184 |
|
|
2014
Q1 | $357K | Sell |
5,009
-802
| -14% | -$57.2K | 0.01% | 170 |
|
|
2013
Q4 | $401K | Sell |
5,811
-2,877
| -33% | -$199K | 0.01% | 162 |
|
|
2013
Q3 | $580K | Sell |
8,688
-622
| -7% | -$41.5K | 0.02% | 148 |
|
|
2013
Q2 | $628K | Buy |
+9,310
| New | +$628K | 0.02% | 149 |
|