Hirtle Callaghan & Co’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-999
| Closed | -$83K | – | 112 |
|
|
2014
Q4 | $83K | Hold |
999
| – | – | 0.02% | 250 |
|
|
2014
Q3 | $75K | Hold |
999
| – | – | 0.01% | 268 |
|
|
2014
Q2 | $74K | Hold |
999
| – | – | 0.01% | 316 |
|
|
2014
Q1 | $71K | Buy |
999
+116
| +13% | +$8.24K | 0.01% | 312 |
|
|
2013
Q4 | $61K | Hold |
883
| – | – | 0.01% | 312 |
|
|
2013
Q3 | $59K | Buy |
+883
| New | +$59K | 0.01% | 323 |
|