Epstein & White Financial’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $253K | Buy |
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|
2021
Q1 | $243K | Sell |
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|
2020
Q4 | $249K | Sell |
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|
2020
Q3 | $259K | Sell |
|
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|
2020
Q2 | $267K | Sell |
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|
2020
Q1 | $399K | Sell |
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|
2019
Q4 | $569K | Sell |
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|
2019
Q3 | $897K | Sell |
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|
2019
Q2 | $830K | Buy |
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|
2019
Q1 | $645K | Buy |
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|
2018
Q4 | $398K | Buy |
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|
2018
Q3 | $373K | Sell |
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|
2018
Q2 | $551K | Buy |
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|
2018
Q1 | $544K | Buy |
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|
2017
Q4 | $524K | Buy |
|