LBA Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $216K | Hold |
2,634
| – | – | 0.11% | 103 |
|
|
2016
Q4 | $204K | Sell |
2,634
-245
| -9% | -$19K | 0.11% | 105 |
|
|
2016
Q3 | $230K | Hold |
2,879
| – | – | 0.13% | 101 |
|
|
2016
Q2 | $247K | Hold |
2,879
| – | – | 0.14% | 99 |
|
|
2016
Q1 | $232K | Sell |
2,879
-245
| -8% | -$19.7K | 0.13% | 102 |
|
|
2015
Q4 | $223K | Hold |
3,124
| – | – | 0.13% | 111 |
|
|
2015
Q3 | $225K | Buy |
3,124
+490
| +19% | +$35.3K | 0.14% | 100 |
|
|
2015
Q2 | $186K | Hold |
2,634
| – | – | 0.12% | 101 |
|
|
2015
Q1 | $202K | Sell |
2,634
-500
| -16% | -$38.3K | 0.13% | 100 |
|
|
2014
Q4 | $262K | Hold |
3,134
| – | – | 0.17% | 86 |
|
|
2014
Q3 | $234K | Hold |
3,134
| – | – | 0.16% | 73 |
|
|
2014
Q2 | $233K | Hold |
3,134
| – | – | 0.19% | 71 |
|
|
2014
Q1 | $223K | Hold |
3,134
| – | – | 0.18% | 75 |
|
|
2013
Q4 | $216K | Buy |
+3,134
| New | +$216K | 0.18% | 72 |
|