FCG Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $259K | Sell |
2,927
-502
| -15% | -$44.4K | 0.06% | 154 |
|
|
2020
Q2 | $274K | Buy |
3,429
+85
| +3% | +$6.79K | 0.07% | 126 |
|
|
2020
Q1 | $270K | Buy |
3,344
+77
| +2% | +$6.22K | 0.08% | 117 |
|
|
2019
Q4 | $298K | Sell |
3,267
-124
| -4% | -$11.3K | 0.09% | 124 |
|
|
2019
Q3 | $325K | Buy |
3,391
+333
| +11% | +$31.9K | 0.1% | 107 |
|
|
2019
Q2 | $270K | Buy |
3,058
+50
| +2% | +$4.42K | 0.09% | 120 |
|
|
2019
Q1 | $271K | Buy |
3,008
+5
| +0.2% | +$450 | 0.09% | 119 |
|
|
2018
Q4 | $259K | Buy |
3,003
+134
| +5% | +$11.6K | 0.1% | 113 |
|
|
2018
Q3 | $230K | Buy |
+2,869
| New | +$230K | 0.08% | 129 |
|