Elite Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Hold |
0
| – | – | – | 174 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$15K | – | 358 |
|
|
2014
Q2 | $15K | Hold |
200
| – | – | 0.02% | 195 |
|
|
2014
Q1 | $14K | Sell |
200
-191
| -49% | -$13.4K | 0.01% | 216 |
|
|
2013
Q4 | $27K | Sell |
391
-1,736
| -82% | -$120K | 0.02% | 226 |
|
|
2013
Q3 | $142K | Buy |
+2,127
| New | +$142K | 0.13% | 91 |
|