Omnia Family Wealth’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 |
-44
| Closed | -$4K | – | 215 |
|
|
2019
Q1 | $4K | Hold |
44
| – | – | ﹤0.01% | 339 |
|
|
2018
Q4 | $4K | Hold |
44
| – | – | ﹤0.01% | 302 |
|
|
2018
Q3 | $4K | Hold |
44
| – | – | ﹤0.01% | 322 |
|
|
2018
Q2 | $3K | Sell |
44
-51
| -54% | -$3.48K | ﹤0.01% | 342 |
|
|
2018
Q1 | $7K | Sell |
95
-143
| -60% | -$10.5K | ﹤0.01% | 281 |
|
|
2017
Q4 | $20K | Buy |
238
+143
| +151% | +$12K | 0.01% | 233 |
|
|
2017
Q3 | $8K | Sell |
95
-69
| -42% | -$5.81K | ﹤0.01% | 291 |
|
|
2017
Q2 | $14K | Buy |
164
+51
| +45% | +$4.35K | 0.01% | 246 |
|
|
2017
Q1 | $9K | Hold |
113
| – | – | ﹤0.01% | 299 |
|
|
2016
Q4 | $9K | Buy |
+113
| New | +$9K | ﹤0.01% | 300 |
|