Marshwinds Advisory’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
Q4 | $2.43M | Sell |
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|
2018
Q3 | $2.33M | Sell |
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|
2018
Q2 | $2.33M | Buy |
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|
2018
Q1 | $2.24M | Buy |
|
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|
2017
Q4 | $2.43M | Sell |
|
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|
2017
Q3 | $2.56M | Sell |
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|
2017
Q2 | $2.59M | Sell |
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|
2017
Q1 | $2.58M | Sell |
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|
2016
Q4 | $2.46M | Buy |
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|
2016
Q3 | $2.54M | Sell |
|
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|
2016
Q2 | $2.74M | Sell |
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|
2016
Q1 | $2.62M | Sell |
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|
2015
Q4 | $2.51M | Sell |
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|
2015
Q3 | $2.65M | Sell |
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|
2015
Q2 | $2.64M | Sell |
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|
2015
Q1 | $3.06M | Sell |
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|
2014
Q4 | $3.34M | Sell |
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|
2014
Q3 | $3.04M | Sell |
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|
2014
Q2 | $3.11M | Buy |
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|
2014
Q1 | $2.94M | Buy |
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|
2013
Q4 | $2.79M | Sell |
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|
2013
Q3 | $2.73M | Sell |
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|
2013
Q2 | $2.76M | Buy |
|