Hefty Wealth Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $45K | Sell |
578
-16
| -3% | -$1.25K | 0.03% | 145 |
|
|
2017
Q4 | $50K | Hold |
594
| – | – | 0.03% | 143 |
|
|
2017
Q3 | $50K | Buy |
594
+16
| +3% | +$1.35K | 0.03% | 136 |
|
|
2017
Q2 | $48K | Hold |
578
| – | – | 0.03% | 125 |
|
|
2017
Q1 | $47K | Hold |
578
| – | – | 0.03% | 131 |
|
|
2016
Q4 | $44K | Hold |
578
| – | – | 0.04% | 125 |
|
|
2016
Q3 | $46K | Hold |
578
| – | – | 0.03% | 133 |
|
|
2016
Q2 | $49K | Hold |
578
| – | – | 0.04% | 110 |
|
|
2016
Q1 | $46K | Hold |
578
| – | – | 0.04% | 107 |
|
|
2015
Q4 | $41K | Buy |
+578
| New | +$41K | 0.04% | 112 |
|