Guardian Investor Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $376K | Hold |
4,893
| – | – | 0.3% | 82 |
|
|
2014
Q4 | $409K | Sell |
4,893
-122
| -2% | -$10.2K | 0.32% | 81 |
|
|
2014
Q3 | $375K | Sell |
5,015
-240
| -5% | -$17.9K | 0.3% | 81 |
|
|
2014
Q2 | $390K | Sell |
5,255
-189
| -3% | -$14K | 0.3% | 81 |
|
|
2014
Q1 | $388K | Sell |
5,444
-210
| -4% | -$15K | 0.3% | 83 |
|
|
2013
Q4 | $390K | Hold |
5,654
| – | – | 0.3% | 81 |
|
|
2013
Q3 | $378K | Sell |
5,654
-70
| -1% | -$4.68K | 0.32% | 77 |
|
|
2013
Q2 | $386K | Buy |
+5,724
| New | +$386K | 0.33% | 75 |
|