Integrated Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $665K | Buy |
8,107
+248
| +3% | +$20.3K | 0.22% | 114 |
|
|
2016
Q4 | $610K | Sell |
7,859
-76
| -1% | -$5.9K | 0.23% | 109 |
|
|
2016
Q3 | $635K | Buy |
7,935
+921
| +13% | +$73.7K | 0.23% | 103 |
|
|
2016
Q2 | $602K | Buy |
7,014
+2,362
| +51% | +$203K | 0.23% | 93 |
|
|
2016
Q1 | $375K | Buy |
4,652
+1,201
| +35% | +$96.8K | 0.16% | 124 |
|
|
2015
Q4 | $246K | Buy |
3,451
+890
| +35% | +$63.4K | 0.11% | 155 |
|
|
2015
Q3 | $184K | Buy |
2,561
+450
| +21% | +$32.3K | 0.08% | 194 |
|
|
2015
Q2 | $149K | Buy |
2,111
+299
| +17% | +$21.1K | 0.06% | 229 |
|
|
2015
Q1 | $139K | Buy |
+1,812
| New | +$139K | 0.06% | 239 |
|