LifePlan Financial Group’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$12K Hold
2020
Q2
$10K Hold
2020
Q1
$11K Hold
2019
Q4
$12K Hold
2019
Q3
$12K Hold
2019
Q2
$11K Hold
2019
Q1
$12K Hold
2018
Q4
$11K Hold
2018
Q3
$10K Hold
2018
Q2
$10K Hold
2018
Q1
$10K Buy
2014
Q2
Sell
2014
Q1
$2K Hold
2013
Q4
$2K Hold
2013
Q3
$2K Hold
2013
Q2
$2K Buy