Financial Advantage’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-59,013
| Closed | -$4.53M | – | 114 |
|
|
2015
Q1 | $4.53M | Buy |
59,013
+97
| +0.2% | +$7.45K | 4% | 12 |
|
|
2014
Q4 | $4.92M | Sell |
58,916
-311
| -0.5% | -$26K | 4.56% | 9 |
|
|
2014
Q3 | $4.43M | Buy |
+59,227
| New | +$4.43M | 4.19% | 9 |
|
|
2013
Q4 | – | Sell |
-65,177
| Closed | -$4.35M | – | 233 |
|
|
2013
Q3 | $4.35M | Sell |
65,177
-210
| -0.3% | -$14K | 3.75% | 12 |
|
|
2013
Q2 | $4.41M | Buy |
+65,387
| New | +$4.41M | 3.83% | 11 |
|