IMS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,650
| Closed | -$212K | – | 110 |
|
|
2020
Q2 | $212K | Buy |
+2,650
| New | +$212K | 0.16% | 113 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$8K | – | 185 |
|
|
2018
Q3 | $8K | Buy |
+100
| New | +$8K | 0.01% | 330 |
|
|
2014
Q1 | – | Sell |
-2,600
| Closed | -$179K | – | 161 |
|
|
2013
Q4 | $179K | Buy |
+2,600
| New | +$179K | 0.23% | 135 |
|