LifePlan Financial Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $12K | Hold |
130
| – | – | 0.01% | 392 |
|
|
2020
Q2 | $10K | Hold |
130
| – | – | ﹤0.01% | 410 |
|
|
2020
Q1 | $11K | Hold |
130
| – | – | 0.01% | 386 |
|
|
2019
Q4 | $12K | Hold |
130
| – | – | 0.01% | 400 |
|
|
2019
Q3 | $12K | Hold |
130
| – | – | 0.01% | 397 |
|
|
2019
Q2 | $11K | Hold |
130
| – | – | 0.01% | 396 |
|
|
2019
Q1 | $12K | Hold |
130
| – | – | 0.01% | 390 |
|
|
2018
Q4 | $11K | Hold |
130
| – | – | 0.01% | 374 |
|
|
2018
Q3 | $10K | Hold |
130
| – | – | 0.01% | 384 |
|
|
2018
Q2 | $10K | Hold |
130
| – | – | 0.01% | 374 |
|
|
2018
Q1 | $10K | Buy |
+130
| New | +$10K | 0.01% | 361 |
|
|
2014
Q2 | – | Sell |
-30
| Closed | -$2K | – | 102 |
|
|
2014
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 229 |
|
|
2013
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 217 |
|
|
2013
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 192 |
|
|
2013
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 168 |
|