FMA Advisory’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $295K | Sell |
|
|||||
|
2021
Q2 | $319K | Buy |
|
|||||
|
2021
Q1 | $295K | Sell |
|
|||||
|
2020
Q4 | $336K | Buy |
|
|||||
|
2020
Q3 | $324K | Buy |
|
|||||
|
2020
Q2 | $251K | Buy |
|
|||||
|
2020
Q1 | $253K | Buy |
|
|||||
|
2019
Q4 | $284K | Buy |
|
|||||
|
2019
Q3 | $298K | Buy |
|
|||||
|
2019
Q2 | $247K | Sell |
|
|||||
|
2019
Q1 | $252K | Buy |
|
|||||
|
2018
Q4 | $240K | Buy |
|
|||||
|
2018
Q3 | $221K | Buy |
|
|||||
|
2018
Q2 | $218K | Sell |
|
|||||
|
2018
Q1 | $225K | Buy |
|
|||||
|
2017
Q4 | $244K | Sell |
|
|||||
|
2017
Q3 | $246K | Buy |
|
|||||
|
2015
Q2 | $103K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $321K | Buy |
|
|||||
|
2013
Q2 | $289K | Buy |
|