Oakwood Capital Management’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-2,960
Closed -$209K 90
2015
Q2
$209K Hold
2,960
0.05% 82
2015
Q1
$227K Hold
2,960
0.06% 73
2014
Q4
$247K Buy
+2,960
New +$247K 0.07% 71