Mariner Wealth Advisors (Cincinnati)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $513K | Buy |
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|
2018
Q2 | $498K | Buy |
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|
2018
Q1 | $472K | Sell |
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|
2017
Q4 | $578K | Sell |
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|
2017
Q3 | $617K | Buy |
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|
2017
Q2 | $433K | Sell |
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|
2017
Q1 | $499K | Buy |
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|
2016
Q4 | $464K | Sell |
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|
2016
Q3 | $616K | Buy |
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|
2016
Q2 | $658K | Buy |
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|
2016
Q1 | $613K | Buy |
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|
2015
Q4 | $413K | Buy |
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|
2015
Q1 | $617K | Buy |
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|
2014
Q4 | $413K | Buy |
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|
2014
Q3 | $358K | Sell |
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|
2014
Q2 | $357K | Buy |
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|
2014
Q1 | $332K | Buy |
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|
2013
Q4 | $322K | Buy |
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|
2013
Q3 | $286K | Sell |
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|
2013
Q2 | $307K | Buy |
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