Hellman Jordan Management Company’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-3,273
Closed -$262K 53
2018
Q3
$262K Sell
3,273
-10,580
-76% -$847K 0.19% 43
2018
Q2
$1.1M Buy
13,853
+7,401
+115% +$585K 0.88% 16
2018
Q1
$500K Buy
+6,452
New +$500K 0.83% 37