Pacific Center for Financial Services’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 |
-174
| Closed | -$16K | – | 324 |
|
|
2019
Q1 | $16K | Sell |
174
-80
| -31% | -$7.36K | 0.01% | 177 |
|
|
2018
Q4 | $22K | Buy |
254
+80
| +46% | +$6.93K | 0.01% | 153 |
|
|
2018
Q3 | $14K | Sell |
174
-174
| -50% | -$14K | 0.01% | 193 |
|
|
2018
Q2 | $28K | Hold |
348
| – | – | 0.02% | 135 |
|
|
2018
Q1 | $27K | Sell |
348
-174
| -33% | -$13.5K | 0.02% | 133 |
|
|
2017
Q4 | $44K | Buy |
522
+174
| +50% | +$14.7K | 0.03% | 110 |
|
|
2017
Q3 | $29K | Hold |
348
| – | – | 0.02% | 127 |
|
|
2017
Q2 | $29K | Buy |
348
+174
| +100% | +$14.5K | 0.02% | 122 |
|
|
2017
Q1 | $14K | Sell |
174
-174
| -50% | -$14K | 0.01% | 160 |
|
|
2016
Q4 | $27K | Buy |
+348
| New | +$27K | 0.02% | 128 |
|