HWP
DUK icon

Hefty Wealth Partners’s Duke Energy DUK Stock Holding History

Hefty Wealth Partners’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$45K Sell
578
-16
-3% -$1.24K 0.03% 145
2017
Q4 		$50K Hold
594
– – 0.03% 143
2017
Q3 		$50K Buy
594
+16
+3% +$1.37K 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 +$40.6K 0.04% 112

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ZP
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