Partnervest Advisory 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
Q4 | – | Sell |
-2,141
| Closed | -$205K | – | 245 |
|
|
2019
Q3 | $205K | Buy |
+2,141
| New | +$205K | 0.07% | 215 |
|
|
2019
Q1 | – | Sell |
-2,523
| Closed | -$218K | – | 239 |
|
|
2018
Q4 | $218K | Buy |
+2,523
| New | +$218K | 0.11% | 179 |
|
|
2014
Q3 | – | Sell |
-200
| Closed | -$15K | – | 309 |
|
|
2014
Q2 | $15K | Buy |
+200
| New | +$15K | 0.01% | 598 |
|