LBA Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $216K | Hold |
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|
2016
Q4 | $204K | Sell |
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|
2016
Q3 | $230K | Hold |
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|
2016
Q2 | $247K | Hold |
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|
2016
Q1 | $232K | Sell |
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|
2015
Q4 | $223K | Hold |
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|
2015
Q3 | $225K | Buy |
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|
2015
Q2 | $186K | Hold |
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|
2015
Q1 | $202K | Sell |
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|
2014
Q4 | $262K | Hold |
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|
2014
Q3 | $234K | Hold |
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|
2014
Q2 | $233K | Hold |
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|
2014
Q1 | $223K | Hold |
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|
2013
Q4 | $216K | Buy |
|