Financial Consulate’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-2,626
| Closed | -$221K | – | 116 |
|
|
2017
Q4 | $221K | Buy |
2,626
+225
| +9% | +$18.9K | 0.11% | 91 |
|
|
2017
Q3 | $201K | Hold |
2,401
| – | – | 0.11% | 91 |
|
|
2017
Q2 | $201K | Buy |
+2,401
| New | +$201K | 0.12% | 85 |
|
|
2015
Q2 | – | Sell |
-3,539
| Closed | -$272K | – | 58 |
|
|
2015
Q1 | $272K | Hold |
3,539
| – | – | 0.23% | 48 |
|
|
2014
Q4 | $296K | Buy |
+3,539
| New | +$296K | 0.2% | 56 |
|