Perennial Advisors’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 |
-100
| Closed | -$9K | – | 108 |
|
|
2018
Q4 | $9K | Hold |
100
| – | – | 0.01% | 167 |
|
|
2018
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 172 |
|
|
2018
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 172 |
|
|
2018
Q1 | $8K | Hold |
100
| – | – | 0.01% | 170 |
|
|
2017
Q4 | $8K | Hold |
100
| – | – | 0.01% | 180 |
|
|
2017
Q3 | $8K | Hold |
100
| – | – | 0.01% | 172 |
|
|
2017
Q2 | $8K | Hold |
100
| – | – | 0.01% | 176 |
|
|
2017
Q1 | $8K | Hold |
100
| – | – | 0.01% | 156 |
|
|
2016
Q4 | $8K | Buy |
+100
| New | +$8K | 0.01% | 171 |
|