Pinnacle Summer Investments’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $14K | Sell |
200
-2,510
| -93% | -$176K | ﹤0.01% | 512 |
|
|
2015
Q3 | $195K | Buy |
2,710
+2,510
| +1,255% | +$181K | 0.03% | 283 |
|
|
2015
Q2 | $14K | Sell |
200
-2,646
| -93% | -$185K | ﹤0.01% | 487 |
|
|
2015
Q1 | $218K | Buy |
2,846
+2
| +0.1% | +$153 | 0.03% | 297 |
|
|
2014
Q4 | $239K | Sell |
2,844
-165
| -5% | -$13.9K | 0.03% | 288 |
|
|
2014
Q3 | $225K | Buy |
3,009
+200
| +7% | +$15K | 0.02% | 313 |
|
|
2014
Q2 | $209K | Hold |
2,809
| – | – | 0.02% | 304 |
|
|
2014
Q1 | $209K | Sell |
2,809
-57
| -2% | -$4.24K | 0.03% | 259 |
|
|
2013
Q4 | $198K | Hold |
2,866
| – | – | 0.03% | 253 |
|
|
2013
Q3 | $192K | Hold |
2,866
| – | – | 0.03% | 235 |
|
|
2013
Q2 | $194K | Buy |
+2,866
| New | +$194K | 0.05% | 215 |
|