Genovese Burford & Brothers Wealth & Retirement Plan Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.1M | Buy |
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|
2020
Q2 | $990K | Sell |
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|
2020
Q1 | $1.35M | Sell |
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|
2019
Q4 | $1.52M | Hold |
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|
2019
Q3 | $1.6M | Sell |
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|
2019
Q2 | $1.48M | Sell |
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|
2019
Q1 | $1.51M | Hold |
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|
2018
Q4 | $1.45M | Sell |
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|
2018
Q3 | $1.35M | Sell |
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|
2018
Q2 | $1.34M | Hold |
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|
2018
Q1 | $1.31M | Buy |
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|
2017
Q4 | $1.33M | Sell |
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|
2017
Q3 | $1.43M | Sell |
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|
2017
Q2 | $1.44M | Buy |
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|
2017
Q1 | $1.41M | Sell |
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|
2016
Q4 | $1.35M | Buy |
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|
2016
Q3 | $1.37M | Hold |
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|
2016
Q2 | $1.47M | Buy |
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|
2016
Q1 | $1.35M | Hold |
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|
2015
Q4 | $1.2M | Buy |
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