Howe & Rusling’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $37K | Sell |
|
|||||
|
2022
Q2 | $58K | Buy |
|
|||||
|
2022
Q1 | $38K | Hold |
|
|||||
|
2021
Q4 | $36K | Hold |
|
|||||
|
2021
Q3 | $33K | Sell |
|
|||||
|
2021
Q2 | $36K | Buy |
|
|||||
|
2021
Q1 | $15K | Hold |
|
|||||
|
2020
Q4 | $15K | Hold |
|
|||||
|
2020
Q3 | $14K | Hold |
|
|||||
|
2020
Q2 | $13K | Sell |
|
|||||
|
2020
Q1 | $15K | Sell |
|
|||||
|
2019
Q4 | $21K | Buy |
|
|||||
|
2019
Q3 | $5K | Sell |
|
|||||
|
2019
Q2 | $103K | Sell |
|
|||||
|
2019
Q1 | $109K | Sell |
|
|||||
|
2018
Q4 | $211K | Sell |
|
|||||
|
2018
Q3 | $200K | Sell |
|
|||||
|
2018
Q2 | $9.88M | Buy |
|
|||||
|
2018
Q1 | $9.59M | Buy |
|
|||||
|
2017
Q4 | $9.45M | Sell |
|
|||||
|
2017
Q3 | $9.63M | Buy |
|
|||||
|
2017
Q2 | $9.35M | Buy |
|
|||||
|
2017
Q1 | $8.91M | Buy |
|
|||||
|
2016
Q4 | $6.36M | Sell |
|
|||||
|
2016
Q3 | $8.82M | Buy |
|
|||||
|
2016
Q2 | $8.78M | Buy |
|
|||||
|
2016
Q1 | $4K | Hold |
|
|||||
|
2015
Q4 | $4K | Sell |
|
|||||
|
2015
Q3 | $5K | Buy |
|
|||||
|
2015
Q2 | $5K | Sell |
|
|||||
|
2015
Q1 | $23K | Sell |
|
|||||
|
2014
Q4 | $81K | Buy |
|
|||||
|
2014
Q3 | $73K | Sell |
|
|||||
|
2014
Q2 | $84K | Buy |
|
|||||
|
2014
Q1 | $69K | Sell |
|
|||||
|
2013
Q4 | $177K | Sell |
|
|||||
|
2013
Q3 | $172K | Sell |
|
|||||
|
2013
Q2 | $196K | Buy |
|