Palo Capital’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $2.08M | Sell |
24,141
-356
| -1% | -$30.7K | 0.88% | 48 |
|
|
2018
Q3 | $1.96M | Buy |
24,497
+436
| +2% | +$34.9K | 0.71% | 57 |
|
|
2018
Q2 | $1.9M | Sell |
24,061
-98
| -0.4% | -$7.75K | 0.69% | 55 |
|
|
2018
Q1 | $1.87M | Buy |
24,159
+1,592
| +7% | +$123K | 0.68% | 59 |
|
|
2017
Q4 | $1.9M | Buy |
22,567
+2,892
| +15% | +$243K | 0.85% | 49 |
|
|
2017
Q3 | $1.65M | Buy |
19,675
+828
| +4% | +$69.5K | 0.87% | 45 |
|
|
2017
Q2 | $1.58M | Sell |
18,847
-214
| -1% | -$17.9K | 0.89% | 45 |
|
|
2017
Q1 | $1.56M | Sell |
19,061
-293
| -2% | -$24K | 0.92% | 46 |
|
|
2016
Q4 | $1.5M | Sell |
19,354
-4,758
| -20% | -$369K | 0.95% | 51 |
|
|
2016
Q3 | $1.93M | Sell |
24,112
-22,716
| -49% | -$1.82M | 1.34% | 22 |
|
|
2016
Q2 | $4.02M | Buy |
+46,828
| New | +$4.02M | 1.38% | 12 |
|