Palisades Hudson Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,628
| Closed | -$220K | – | 110 |
|
|
2017
Q2 | $220K | Hold |
2,628
| – | – | 0.13% | 106 |
|
|
2017
Q1 | $216K | Sell |
2,628
-619
| -19% | -$50.9K | 0.14% | 91 |
|
|
2016
Q4 | $252K | Hold |
3,247
| – | – | 0.15% | 84 |
|
|
2016
Q3 | $260K | Hold |
3,247
| – | – | 0.2% | 77 |
|
|
2016
Q2 | $279K | Hold |
3,247
| – | – | 0.23% | 67 |
|
|
2016
Q1 | $262K | Hold |
3,247
| – | – | 0.21% | 73 |
|
|
2015
Q4 | $232K | Buy |
+3,247
| New | +$232K | 0.2% | 80 |
|