Monte Financial Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,275
| Closed | -$218K | – | 72 |
|
|
2019
Q3 | $218K | Sell |
2,275
-21
| -0.9% | -$2.01K | 0.18% | 69 |
|
|
2019
Q2 | $203K | Sell |
2,296
-36
| -2% | -$3.18K | 0.17% | 68 |
|
|
2019
Q1 | $210K | Sell |
2,332
-34
| -1% | -$3.06K | 0.18% | 67 |
|
|
2018
Q4 | $204K | Buy |
+2,366
| New | +$204K | 0.22% | 68 |
|