KMS Financial Services’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 | $4.74M | Buy |
63,349
+5,314
| +9% | +$397K | 0.66% | 22 |
|
|
2014
Q2 | $4.31M | Buy |
58,035
+1,785
| +3% | +$132K | 0.62% | 28 |
|
|
2014
Q1 | $4.01M | Buy |
56,250
+9,201
| +20% | +$655K | 0.63% | 26 |
|
|
2013
Q4 | $3.25M | Buy |
47,049
+42,973
| +1,054% | +$2.96M | 0.55% | 35 |
|
|
2013
Q3 | $272K | Sell |
4,076
-856
| -17% | -$57.1K | 0.07% | 315 |
|
|
2013
Q2 | $333K | Buy |
+4,932
| New | +$333K | 0.09% | 249 |
|