FormulaFolio Investments’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
Q1 | – | Sell |
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|
2020
Q4 | $4.59M | Buy |
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|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $1.08M | Sell |
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|
2020
Q1 | $1.17M | Buy |
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|
2019
Q4 | $1.28M | Sell |
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|
2019
Q3 | $1.36M | Buy |
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|
2019
Q2 | $1.18M | Buy |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $873K | Hold |
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|
2018
Q3 | $873K | Sell |
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|
2018
Q2 | $2.71M | Sell |
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|
2018
Q1 | $4.04M | Sell |
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|
2017
Q4 | $4.4M | Buy |
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|
2017
Q3 | $4.31M | Sell |
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|
2017
Q2 | $4.32M | Sell |
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|
2017
Q1 | $4.33M | Buy |
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|
2016
Q4 | $3.96M | Buy |
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|
2016
Q3 | $3.97M | Sell |
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|
2016
Q2 | $4.32M | Sell |
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|
2016
Q1 | $4.06M | Buy |
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|
2015
Q4 | $3.48M | Sell |
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|
2015
Q3 | $3.52M | Sell |
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|
2015
Q2 | $3.49M | Buy |
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|
2015
Q1 | $3.61M | Buy |
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|
2014
Q4 | $890K | Buy |
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