Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $63K | Hold |
795
| – | – | 0.02% | 230 |
|
|
2020
Q1 | $64K | Sell |
795
-1
| -0.1% | -$81 | 0.02% | 220 |
|
|
2019
Q4 | $73K | Sell |
796
-59
| -7% | -$5.41K | 0.02% | 245 |
|
|
2019
Q3 | $82K | Buy |
855
+297
| +53% | +$28.5K | 0.02% | 227 |
|
|
2019
Q2 | $49K | Buy |
558
+155
| +38% | +$13.6K | 0.01% | 248 |
|
|
2019
Q1 | $36K | Hold |
403
| – | – | 0.01% | 269 |
|
|
2018
Q4 | $35K | Sell |
403
-31
| -7% | -$2.69K | 0.01% | 234 |
|
|
2018
Q3 | $35K | Hold |
434
| – | – | 0.01% | 258 |
|
|
2018
Q2 | $34K | Hold |
434
| – | – | 0.01% | 243 |
|
|
2018
Q1 | $33K | Hold |
434
| – | – | 0.01% | 249 |
|
|
2017
Q4 | $37K | Sell |
434
-300
| -41% | -$25.6K | 0.01% | 239 |
|
|
2017
Q3 | $61K | Hold |
734
| – | – | 0.02% | 202 |
|
|
2017
Q2 | $61K | Sell |
734
-26
| -3% | -$2.16K | 0.02% | 190 |
|
|
2017
Q1 | $62K | Hold |
760
| – | – | 0.04% | 84 |
|
|
2016
Q4 | $59K | Buy |
760
+416
| +121% | +$32.3K | 0.04% | 97 |
|
|
2016
Q3 | $28K | Hold |
344
| – | – | 0.02% | 129 |
|
|
2016
Q2 | $30K | Hold |
344
| – | – | 0.02% | 131 |
|
|
2016
Q1 | $28K | Hold |
344
| – | – | 0.02% | 135 |
|
|
2015
Q4 | $25K | Hold |
344
| – | – | 0.02% | 138 |
|
|
2015
Q3 | $25K | Hold |
344
| – | – | 0.02% | 91 |
|
|
2015
Q2 | $24K | Hold |
344
| – | – | 0.02% | 93 |
|
|
2015
Q1 | $26K | Hold |
344
| – | – | 0.02% | 96 |
|
|
2014
Q4 | $28K | Sell |
344
-26
| -7% | -$2.12K | 0.02% | 94 |
|
|
2014
Q3 | $28K | Buy |
370
+26
| +8% | +$1.97K | 0.02% | 97 |
|
|
2014
Q2 | $26K | Hold |
344
| – | – | 0.02% | 97 |
|
|
2014
Q1 | $24K | Hold |
344
| – | – | 0.01% | 107 |
|
|
2013
Q4 | $24K | Buy |
+344
| New | +$24K | 0.02% | 114 |
|