Fieldpoint Private Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-870
| Closed | -$71K | – | 39 |
|
|
2017
Q1 | $71K | Buy |
+870
| New | +$71K | 0.19% | 60 |
|
|
2014
Q3 | – | Sell |
-2,951
| Closed | -$219K | – | 70 |
|
|
2014
Q2 | $219K | Sell |
2,951
-12,565
| -81% | -$932K | 0.13% | 68 |
|
|
2014
Q1 | $1.11M | Sell |
15,516
-3,470
| -18% | -$247K | 0.66% | 56 |
|
|
2013
Q4 | $1.31M | Buy |
18,986
+70
| +0.4% | +$4.83K | 0.75% | 55 |
|
|
2013
Q3 | $1.26M | Sell |
18,916
-70
| -0.4% | -$4.67K | 0.77% | 57 |
|
|
2013
Q2 | $1.28M | Buy |
+18,986
| New | +$1.28M | 0.79% | 52 |
|