Placemark Investments’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $7.34M | Buy |
87,917
+8,811
| +11% | +$736K | 0.13% | 202 |
|
|
2014
Q3 | $5.92M | Buy |
79,106
+7,200
| +10% | +$538K | 0.11% | 233 |
|
|
2014
Q2 | $5.34M | Buy |
71,906
+11,234
| +19% | +$833K | 0.1% | 259 |
|
|
2014
Q1 | $4.32M | Sell |
60,672
-64,201
| -51% | -$4.57M | 0.08% | 282 |
|
|
2013
Q4 | $8.62M | Buy |
124,873
+65,434
| +110% | +$4.52M | 0.14% | 178 |
|
|
2013
Q3 | $3.97M | Sell |
59,439
-50,226
| -46% | -$3.35M | 0.08% | 315 |
|
|
2013
Q2 | $7.4M | Buy |
+109,665
| New | +$7.4M | 0.16% | 164 |
|