Mathes Company’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,700
| Closed | -$328K | – | 122 |
|
|
2020
Q3 | $328K | Sell |
3,700
-475
| -11% | -$42.1K | 0.15% | 90 |
|
|
2020
Q2 | $334K | Buy |
4,175
+575
| +16% | +$46K | 0.17% | 89 |
|
|
2020
Q1 | $291K | Hold |
3,600
| – | – | 0.19% | 83 |
|
|
2019
Q4 | $328K | Hold |
3,600
| – | – | 0.15% | 100 |
|
|
2019
Q3 | $345K | Hold |
3,600
| – | – | 0.18% | 94 |
|
|
2019
Q2 | $318K | Hold |
3,600
| – | – | 0.17% | 93 |
|
|
2019
Q1 | $324K | Buy |
+3,600
| New | +$324K | 0.16% | 100 |
|