Everett Harris & Co’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,523
| Closed | -$230K | – | 229 |
|
|
2019
Q4 | $230K | Buy |
+2,523
| New | +$230K | 0.01% | 234 |
|
|
2019
Q3 | – | Sell |
-2,489
| Closed | -$220K | – | 254 |
|
|
2019
Q2 | $220K | Buy |
2,489
+152
| +7% | +$13.4K | 0.01% | 233 |
|
|
2019
Q1 | $210K | Hold |
2,337
| – | – | 0.01% | 229 |
|
|
2018
Q4 | $202K | Buy |
+2,337
| New | +$202K | 0.01% | 223 |
|
|
2018
Q1 | – | Sell |
-2,503
| Closed | -$211K | – | 245 |
|
|
2017
Q4 | $211K | Buy |
+2,503
| New | +$211K | 0.01% | 231 |
|
|
2016
Q3 | – | Sell |
-2,337
| Closed | -$200K | – | 235 |
|
|
2016
Q2 | $200K | Buy |
+2,337
| New | +$200K | 0.01% | 224 |
|
|
2015
Q1 | – | Sell |
-2,403
| Closed | -$201K | – | 240 |
|
|
2014
Q4 | $201K | Buy |
+2,403
| New | +$201K | 0.01% | 227 |
|