Geneva Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $816K | Hold |
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|
2017
Q1 | $801K | Sell |
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|
2016
Q4 | $778K | Buy |
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|
2016
Q3 | $737K | Buy |
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|
2016
Q2 | $733K | Sell |
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|
2016
Q1 | $736K | Buy |
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|
2015
Q4 | $586K | Hold |
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|
2015
Q3 | $591K | Sell |
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|
2015
Q2 | $590K | Buy |
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|
2015
Q1 | $635K | Sell |
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|
2014
Q4 | $710K | Sell |
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|
2014
Q3 | $639K | Sell |
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|
2014
Q2 | $642K | Buy |
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|
2014
Q1 | $572K | Buy |
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|
2013
Q4 | $264K | Sell |
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|
2013
Q3 | $265K | Sell |
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|
2013
Q2 | $346K | Buy |
|