McAdams Wright Ragen’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $380K | Buy |
5,085
+166
| +3% | +$12.4K | 0.02% | 303 |
|
|
2014
Q2 | $364K | Sell |
4,919
-194
| -4% | -$14.4K | 0.02% | 296 |
|
|
2014
Q1 | $364K | Sell |
5,113
-652
| -11% | -$46.4K | 0.02% | 275 |
|
|
2013
Q4 | $397K | Sell |
5,765
-507
| -8% | -$34.9K | 0.03% | 258 |
|
|
2013
Q3 | $419K | Buy |
6,272
+131
| +2% | +$8.75K | 0.03% | 235 |
|
|
2013
Q2 | $415K | Buy |
+6,141
| New | +$415K | 0.03% | 235 |
|