Laurie J. Hall Trustee’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $11K | Hold |
116
| – | – | 0.01% | 272 |
|
|
2019
Q3 | $11K | Hold |
116
| – | – | 0.01% | 256 |
|
|
2019
Q2 | $10K | Hold |
116
| – | – | 0.01% | 265 |
|
|
2019
Q1 | $10K | Hold |
116
| – | – | 0.01% | 268 |
|
|
2018
Q4 | $10K | Hold |
116
| – | – | 0.01% | 268 |
|
|
2018
Q3 | $9K | Sell |
116
-58
| -33% | -$4.5K | ﹤0.01% | 300 |
|
|
2018
Q2 | $14K | Hold |
174
| – | – | 0.01% | 273 |
|
|
2018
Q1 | $13K | Sell |
174
-200
| -53% | -$14.9K | 0.01% | 273 |
|
|
2017
Q4 | $32K | Hold |
374
| – | – | 0.02% | 217 |
|
|
2017
Q3 | $31.4K | Hold |
374
| – | – | 0.02% | 179 |
|
|
2017
Q2 | $31.3K | Hold |
374
| – | – | 0.02% | 180 |
|
|
2017
Q1 | $31K | Hold |
374
| – | – | 0.02% | 179 |
|
|
2016
Q4 | $28K | Buy |
+374
| New | +$28K | 0.02% | 189 |
|
|
2016
Q2 | $36K | Hold |
424
| – | – | 0.02% | 168 |
|
|
2016
Q1 | $33K | Hold |
424
| – | – | 0.02% | 163 |
|
|
2015
Q4 | $32K | Buy |
+424
| New | +$32K | 0.02% | 159 |
|