Mariner Wealth Advisors (Cincinnati)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $513K | Buy |
6,412
+119
| +2% | +$9.52K | 0.03% | 192 |
|
|
2018
Q2 | $498K | Buy |
6,293
+202
| +3% | +$16K | 0.03% | 196 |
|
|
2018
Q1 | $472K | Sell |
6,091
-780
| -11% | -$60.4K | 0.03% | 195 |
|
|
2017
Q4 | $578K | Sell |
6,871
-476
| -6% | -$40K | 0.04% | 163 |
|
|
2017
Q3 | $617K | Buy |
7,347
+2,167
| +42% | +$182K | 0.04% | 147 |
|
|
2017
Q2 | $433K | Sell |
5,180
-909
| -15% | -$76K | 0.03% | 181 |
|
|
2017
Q1 | $499K | Buy |
6,089
+107
| +2% | +$8.77K | 0.04% | 166 |
|
|
2016
Q4 | $464K | Sell |
5,982
-1,708
| -22% | -$132K | 0.04% | 168 |
|
|
2016
Q3 | $616K | Buy |
7,690
+22
| +0.3% | +$1.76K | 0.05% | 145 |
|
|
2016
Q2 | $658K | Buy |
7,668
+66
| +0.9% | +$5.66K | 0.06% | 140 |
|
|
2016
Q1 | $613K | Buy |
7,602
+1,816
| +31% | +$146K | 0.06% | 136 |
|
|
2015
Q4 | $413K | Buy |
+5,786
| New | +$413K | 0.04% | 163 |
|
|
2015
Q1 | $617K | Buy |
8,031
+3,085
| +62% | +$237K | 0.09% | 99 |
|
|
2014
Q4 | $413K | Buy |
4,946
+159
| +3% | +$13.3K | 0.06% | 126 |
|
|
2014
Q3 | $358K | Sell |
4,787
-26
| -0.5% | -$1.94K | 0.06% | 126 |
|
|
2014
Q2 | $357K | Buy |
4,813
+150
| +3% | +$11.1K | 0.06% | 115 |
|
|
2014
Q1 | $332K | Buy |
4,663
+3
| +0.1% | +$214 | 0.05% | 112 |
|
|
2013
Q4 | $322K | Buy |
4,660
+371
| +9% | +$25.6K | 0.05% | 119 |
|
|
2013
Q3 | $286K | Sell |
4,289
-260
| -6% | -$17.3K | 0.05% | 104 |
|
|
2013
Q2 | $307K | Buy |
+4,549
| New | +$307K | 0.06% | 96 |
|