O'Shares Investment Advisers’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-37,013
| Closed | -$2.99M | – | 313 |
|
|
2020
Q1 | $2.99M | Sell |
37,013
-28
| -0.1% | -$2.27K | 0.53% | 48 |
|
|
2019
Q4 | $3.38M | Buy |
37,041
+2,011
| +6% | +$183K | 0.46% | 50 |
|
|
2019
Q3 | $3.36M | Sell |
35,030
-286
| -0.8% | -$27.4K | 0.51% | 47 |
|
|
2019
Q2 | $3.12M | Buy |
35,316
+2,057
| +6% | +$181K | 0.5% | 43 |
|
|
2019
Q1 | $2.99M | Buy |
33,259
+541
| +2% | +$48.7K | 0.51% | 44 |
|
|
2018
Q4 | $2.82M | Buy |
+32,718
| New | +$2.82M | 0.54% | 40 |
|