Hilton Capital Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-433
| Closed | -$42K | – | 172 |
|
|
2019
Q3 | $42K | Hold |
433
| – | – | 0.01% | 208 |
|
|
2019
Q2 | $38K | Hold |
433
| – | – | 0.01% | 242 |
|
|
2019
Q1 | $39K | Hold |
433
| – | – | 0.01% | 244 |
|
|
2018
Q4 | $37K | Hold |
433
| – | – | 0.01% | 196 |
|
|
2018
Q3 | $35K | Hold |
433
| – | – | 0.01% | 210 |
|
|
2018
Q2 | $34K | Buy |
+433
| New | +$34K | 0.01% | 234 |
|