GGPS
Gary Goldberg Planning Services’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $2.35M | Sell |
28,140
-36,491
| -56% | -$3.05M | 0.99% | 29 |
|
|
2014
Q3 | $4.83M | Sell |
64,631
-15,637
| -19% | -$1.17M | 2.01% | 17 |
|
|
2014
Q2 | $5.96M | Sell |
80,268
-9,637
| -11% | -$715K | 2.62% | 11 |
|
|
2014
Q1 | $6.4M | Buy |
89,905
+1,379
| +2% | +$98.2K | 3.13% | 8 |
|
|
2013
Q4 | $6.11M | Buy |
88,526
+14,448
| +20% | +$997K | 3.55% | 8 |
|
|
2013
Q3 | $4.95M | Buy |
74,078
+5,726
| +8% | +$382K | 3% | 9 |
|
|
2013
Q2 | $4.61M | Buy |
+68,352
| New | +$4.61M | 2.95% | 10 |
|