Ferris Capital’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-591
| Closed | -$53K | – | 290 |
|
|
2019
Q1 | $53K | Hold |
591
| – | – | 0.02% | 265 |
|
|
2018
Q4 | $51K | Buy |
591
+170
| +40% | +$14.7K | 0.02% | 249 |
|
|
2018
Q3 | $34K | Sell |
421
-11
| -3% | -$888 | 0.01% | 302 |
|
|
2018
Q2 | $34K | Hold |
432
| – | – | 0.01% | 299 |
|
|
2018
Q1 | $33K | Buy |
+432
| New | +$33K | 0.01% | 330 |
|
|
2017
Q3 | – | Sell |
-723
| Closed | -$60K | – | 270 |
|
|
2017
Q2 | $60K | Buy |
+723
| New | +$60K | 0.03% | 240 |
|