Gary Goldberg Planning Services’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
$2.35M Sell
2014
Q3
$4.83M Sell
2014
Q2
$5.96M Sell
2014
Q1
$6.4M Buy
2013
Q4
$6.11M Buy
2013
Q3
$4.95M Buy
2013
Q2
$4.61M Buy