Peachtree Investment Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-4,197
| Closed | -$326K | – | 84 |
|
|
2016
Q4 | $326K | Buy |
+4,197
| New | +$326K | 0.32% | 71 |
|
|
2015
Q4 | – | Sell |
-4,005
| Closed | -$288K | – | 96 |
|
|
2015
Q3 | $288K | Buy |
4,005
+41
| +1% | +$2.95K | 0.3% | 87 |
|
|
2015
Q2 | $280K | Sell |
3,964
-78
| -2% | -$5.51K | 0.21% | 104 |
|
|
2015
Q1 | $310K | Buy |
4,042
+36
| +0.9% | +$2.76K | 0.22% | 103 |
|
|
2014
Q4 | $335K | Buy |
4,006
+32
| +0.8% | +$2.68K | 0.22% | 108 |
|
|
2014
Q3 | $297K | Sell |
3,974
-1,513
| -28% | -$113K | 0.2% | 114 |
|
|
2014
Q2 | $407K | Sell |
5,487
-696
| -11% | -$51.6K | 0.27% | 89 |
|
|
2014
Q1 | $440K | Buy |
6,183
+35
| +0.6% | +$2.49K | 0.3% | 90 |
|
|
2013
Q4 | $424K | Buy |
+6,148
| New | +$424K | 0.29% | 91 |
|