Halsey Associates’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $358K | Hold |
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|
2019
Q2 | $330K | Hold |
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|
2019
Q1 | $336K | Sell |
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|
2018
Q4 | $340K | Buy |
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|
2018
Q3 | $287K | Hold |
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|
2018
Q2 | $284K | Sell |
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|
2018
Q1 | $406K | Sell |
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|
2017
Q4 | $475K | Buy |
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|
2017
Q3 | $360K | Hold |
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|
2017
Q2 | $358K | Hold |
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|
2017
Q1 | $352K | Hold |
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|
2016
Q4 | $333K | Hold |
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|
2016
Q3 | $343K | Hold |
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|
2016
Q2 | $368K | Hold |
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|
2016
Q1 | $346K | Sell |
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|
2015
Q4 | $307K | Buy |
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|
2015
Q3 | $308K | Hold |
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|
2015
Q2 | $303K | Hold |
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|
2015
Q1 | $329K | Hold |
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|
2014
Q4 | $358K | Buy |
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|
2014
Q3 | $258K | Hold |
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|
2014
Q2 | $256K | Hold |
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|
2014
Q1 | $246K | Sell |
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|
2013
Q4 | $246K | Hold |
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|
2013
Q3 | $238K | Sell |
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|
2013
Q2 | $250K | Buy |
|