McCollum Christoferson Group’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
-5,035
Closed -$446K 71
2020
Q3
$446K Sell
5,035
-13
-0.3% -$1.15K 0.13% 55
2020
Q2
$403K Sell
5,048
-367
-7% -$29.3K 0.13% 55
2020
Q1
$438K Buy
+5,415
New +$438K 0.18% 55