Northwest Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-54
| Closed | -$5K | – | 208 |
|
|
2019
Q1 | $5K | Buy |
54
+1
| +2% | +$93 | ﹤0.01% | 402 |
|
|
2018
Q4 | $5K | Hold |
53
| – | – | ﹤0.01% | 391 |
|
|
2018
Q3 | $4K | Buy |
53
+1
| +2% | +$75 | ﹤0.01% | 437 |
|
|
2018
Q2 | $4K | Hold |
52
| – | – | ﹤0.01% | 425 |
|
|
2018
Q1 | $4K | Buy |
+52
| New | +$4K | ﹤0.01% | 436 |
|