Peoples Bank (Ohio)’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,870
| Closed | -$248K | – | 101 |
|
|
2018
Q4 | $248K | Buy |
2,870
+162
| +6% | +$14K | 0.17% | 93 |
|
|
2018
Q3 | $217K | Sell |
2,708
-600
| -18% | -$48.1K | 0.13% | 100 |
|
|
2018
Q2 | $262K | Buy |
3,308
+17
| +0.5% | +$1.35K | 0.15% | 88 |
|
|
2018
Q1 | $255K | Hold |
3,291
| – | – | 0.15% | 85 |
|
|
2017
Q4 | $277K | Sell |
3,291
-450
| -12% | -$37.9K | 0.16% | 84 |
|
|
2017
Q3 | $314K | Sell |
3,741
-25
| -0.7% | -$2.1K | 0.17% | 79 |
|
|
2017
Q2 | $315K | Hold |
3,766
| – | – | 0.18% | 78 |
|
|
2017
Q1 | $309K | Buy |
3,766
+124
| +3% | +$10.2K | 0.17% | 80 |
|
|
2016
Q4 | $283K | Sell |
3,642
-325
| -8% | -$25.3K | 0.16% | 79 |
|
|
2016
Q3 | $318K | Sell |
3,967
-50
| -1% | -$4.01K | 0.2% | 70 |
|
|
2016
Q2 | $345K | Hold |
4,017
| – | – | 0.22% | 60 |
|
|
2016
Q1 | $324K | Buy |
4,017
+225
| +6% | +$18.1K | 0.21% | 70 |
|
|
2015
Q4 | $271K | Buy |
+3,792
| New | +$271K | 0.16% | 84 |
|