Krilogy Financial’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-468
| Closed | -$37K | – | 272 |
|
|
2018
Q3 | $37K | Buy |
+468
| New | +$37K | 0.01% | 352 |
|
|
2018
Q2 | – | Sell |
-3,813
| Closed | -$295K | – | 286 |
|
|
2018
Q1 | $295K | Hold |
3,813
| – | – | 0.07% | 124 |
|
|
2017
Q4 | $321K | Buy |
3,813
+1,465
| +62% | +$123K | 0.08% | 114 |
|
|
2017
Q3 | $197K | Buy |
2,348
+2,096
| +832% | +$176K | 0.05% | 168 |
|
|
2017
Q2 | $21K | Sell |
252
-666
| -73% | -$55.5K | 0.01% | 432 |
|
|
2017
Q1 | $71K | Hold |
918
| – | – | 0.02% | 243 |
|
|
2016
Q4 | $71K | Sell |
918
-457
| -33% | -$35.3K | 0.02% | 243 |
|
|
2016
Q3 | $110K | Buy |
1,375
+655
| +91% | +$52.4K | 0.03% | 197 |
|
|
2016
Q2 | $62K | Buy |
720
+560
| +350% | +$48.2K | 0.02% | 273 |
|
|
2016
Q1 | $13K | Sell |
160
-1,787
| -92% | -$145K | 0.01% | 443 |
|
|
2015
Q4 | $139K | Buy |
1,947
+116
| +6% | +$8.28K | 0.13% | 69 |
|
|
2015
Q3 | $132K | Buy |
+1,831
| New | +$132K | 0.06% | 113 |
|