Dynamic Capital Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-5,350
| Closed | -$432K | – | 423 |
|
|
2016
Q1 | $432K | Buy |
+5,350
| New | +$432K | 0.16% | 189 |
|
|
2015
Q3 | – | Sell |
-3,424
| Closed | -$242K | – | 375 |
|
|
2015
Q2 | $242K | Buy |
+3,424
| New | +$242K | 0.06% | 227 |
|
|
2015
Q1 | – | Sell |
-2,700
| Closed | -$226K | – | 277 |
|
|
2014
Q4 | $226K | Buy |
+2,700
| New | +$226K | 0.12% | 236 |
|
|
2014
Q1 | – | Sell |
-24,359
| Closed | -$1.68M | – | 423 |
|
|
2013
Q4 | $1.68M | Buy |
+24,359
| New | +$1.68M | 0.32% | 93 |
|