Guidant Wealth Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $28K | Hold |
288
| – | – | 0.01% | 203 |
|
|
2019
Q2 | $25K | Buy |
288
+100
| +53% | +$8.68K | 0.01% | 212 |
|
|
2019
Q1 | $17K | Hold |
188
| – | – | 0.01% | 229 |
|
|
2018
Q4 | $16K | Hold |
188
| – | – | 0.01% | 178 |
|
|
2018
Q3 | $14K | Hold |
188
| – | – | 0.01% | 136 |
|
|
2018
Q2 | $14K | Hold |
188
| – | – | 0.01% | 135 |
|
|
2018
Q1 | $14K | Hold |
188
| – | – | 0.01% | 134 |
|
|
2017
Q4 | $15K | Hold |
188
| – | – | 0.01% | 132 |
|
|
2017
Q3 | $15K | Hold |
188
| – | – | 0.01% | 141 |
|
|
2017
Q2 | $15K | Hold |
188
| – | – | 0.01% | 176 |
|
|
2017
Q1 | $15K | Hold |
188
| – | – | 0.01% | 154 |
|
|
2016
Q4 | $14K | Hold |
188
| – | – | 0.01% | 140 |
|
|
2016
Q3 | $15K | Buy |
+188
| New | +$15K | 0.01% | 138 |
|