FinTrust Investment Advisory Services’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
$1.85M Sell
23,858
-2,102
-8% -$163K 1.69% 11
2017
Q4
$2.18M Sell
25,960
-525
-2% -$44.2K 1.92% 12
2017
Q3
$2.22M Buy
+26,485
New +$2.22M 2.13% 11
2013
Q3
Sell
-13,466
Closed -$909K 60
2013
Q2
$909K Buy
+13,466
New +$909K 1.56% 12