Kovitz Investment Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-2,561
| Closed | -$214K | – | 110 |
|
|
2014
Q4 | $214K | Buy |
+2,561
| New | +$214K | 0.01% | 104 |
|
|
2014
Q2 | – | Sell |
-3,381
| Closed | -$245K | – | 107 |
|
|
2014
Q1 | $245K | Buy |
3,381
+41
| +1% | +$2.97K | 0.01% | 99 |
|
|
2013
Q4 | $230K | Buy |
3,340
+133
| +4% | +$9.16K | 0.01% | 95 |
|
|
2013
Q3 | $214K | Hold |
3,207
| – | – | 0.01% | 100 |
|
|
2013
Q2 | $216K | Buy |
+3,207
| New | +$216K | 0.01% | 95 |
|