Investors Capital Advisory Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $1.16M | Buy |
13,553
+329
| +2% | +$28.2K | 0.22% | 121 |
|
|
2016
Q1 | $1.07M | Buy |
13,224
+2,391
| +22% | +$193K | 0.21% | 129 |
|
|
2015
Q4 | $773K | Sell |
10,833
-2,571
| -19% | -$183K | 0.15% | 203 |
|
|
2015
Q3 | $964K | Buy |
13,404
+26
| +0.2% | +$1.87K | 0.19% | 144 |
|
|
2015
Q2 | $944K | Sell |
13,378
-1,128
| -8% | -$79.6K | 0.17% | 161 |
|
|
2015
Q1 | $1.11M | Sell |
14,506
-2,321
| -14% | -$178K | 0.21% | 133 |
|
|
2014
Q4 | $1.41M | Buy |
16,827
+3,283
| +24% | +$274K | 0.27% | 92 |
|
|
2014
Q3 | $1.01M | Sell |
13,544
-1,590
| -11% | -$119K | 0.2% | 145 |
|
|
2014
Q2 | $1.12M | Buy |
15,134
+413
| +3% | +$30.6K | 0.18% | 172 |
|
|
2014
Q1 | $1.05M | Buy |
14,721
+546
| +4% | +$38.9K | 0.23% | 127 |
|
|
2013
Q4 | $978K | Buy |
14,175
+396
| +3% | +$27.3K | 0.23% | 126 |
|
|
2013
Q3 | $920K | Buy |
13,779
+655
| +5% | +$43.7K | 0.24% | 119 |
|
|
2013
Q2 | $885K | Buy |
+13,124
| New | +$885K | 0.27% | 107 |
|