Montage Investments’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
Sell
-5,831
Closed -$500K 181
2016
Q2
$500K Buy
5,831
+261
+5% +$22.4K 0.35% 110
2016
Q1
$449K Buy
+5,570
New +$449K 0.32% 112