National Investment Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-40,299
| Closed | -$3.09M | – | 44 |
|
|
2015
Q1 | $3.09M | Buy |
40,299
+36,053
| +849% | +$2.77M | 3.14% | 13 |
|
|
2014
Q4 | $355K | Sell |
4,246
-8,870
| -68% | -$742K | 3.36% | 11 |
|
|
2014
Q3 | $981K | Hold |
13,116
| – | – | 0.8% | 41 |
|
|
2014
Q2 | $973K | Sell |
13,116
-1,282
| -9% | -$95.1K | 0.79% | 45 |
|
|
2014
Q1 | $1.03M | Buy |
14,398
+30
| +0.2% | +$2.14K | 0.88% | 49 |
|
|
2013
Q4 | $992K | Hold |
14,368
| – | – | 0.77% | 53 |
|
|
2013
Q3 | $959K | Hold |
14,368
| – | – | 0.75% | 56 |
|
|
2013
Q2 | $970K | Buy |
+14,368
| New | +$970K | 0.8% | 56 |
|