Kalos Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,023
| Closed | -$207K | – | 274 |
|
|
2021
Q1 | $207K | Buy |
+2,023
| New | +$207K | 0.06% | 264 |
|
|
2016
Q3 | – | Sell |
-3,014
| Closed | -$259K | – | 141 |
|
|
2016
Q2 | $259K | Buy |
+3,014
| New | +$259K | 0.2% | 125 |
|
|
2016
Q1 | – | Hold |
0
| – | -$13K | – | 235 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 341 |
|