Kelly Lawrence W & Associates’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-124
| Closed | -$9K | – | 95 |
|
|
2014
Q2 | $9K | Hold |
124
| – | – | ﹤0.01% | 120 |
|
|
2014
Q1 | $9K | Hold |
124
| – | – | ﹤0.01% | 117 |
|
|
2013
Q4 | $9K | Buy |
+124
| New | +$9K | ﹤0.01% | 118 |
|
|
2013
Q3 | – | Sell |
-124
| Closed | -$8K | – | 90 |
|
|
2013
Q2 | $8K | Buy |
+124
| New | +$8K | ﹤0.01% | 110 |
|