Epstein & White Financial’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $253K | Buy |
2,541
+34
| +1% | +$3.39K | 0.07% | 78 |
|
|
2021
Q1 | $243K | Sell |
2,507
-201
| -7% | -$19.5K | 0.07% | 71 |
|
|
2020
Q4 | $249K | Sell |
2,708
-238
| -8% | -$21.9K | 0.08% | 65 |
|
|
2020
Q3 | $259K | Sell |
2,946
-373
| -11% | -$32.8K | 0.09% | 56 |
|
|
2020
Q2 | $267K | Sell |
3,319
-1,493
| -31% | -$120K | 0.1% | 55 |
|
|
2020
Q1 | $399K | Sell |
4,812
-1,412
| -23% | -$117K | 0.17% | 44 |
|
|
2019
Q4 | $569K | Sell |
6,224
-3,200
| -34% | -$293K | 0.25% | 36 |
|
|
2019
Q3 | $897K | Sell |
9,424
-355
| -4% | -$33.8K | 0.44% | 25 |
|
|
2019
Q2 | $830K | Buy |
9,779
+2,560
| +35% | +$217K | 0.44% | 23 |
|
|
2019
Q1 | $645K | Buy |
7,219
+2,632
| +57% | +$235K | 0.37% | 29 |
|
|
2018
Q4 | $398K | Buy |
4,587
+43
| +0.9% | +$3.73K | 0.25% | 36 |
|
|
2018
Q3 | $373K | Sell |
4,544
-2,241
| -33% | -$184K | 0.24% | 44 |
|
|
2018
Q2 | $551K | Buy |
6,785
+64
| +1% | +$5.2K | 0.41% | 38 |
|
|
2018
Q1 | $544K | Buy |
6,721
+388
| +6% | +$31.4K | 0.35% | 47 |
|
|
2017
Q4 | $524K | Buy |
+6,333
| New | +$524K | 0.3% | 54 |
|