Pratt Collard Advisory Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $212K | Sell |
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|
2021
Q1 | $216K | Hold |
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|
2020
Q4 | $204K | Sell |
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|
2020
Q3 | $202K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $223K | Sell |
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|
2019
Q4 | $271K | Sell |
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|
2019
Q3 | $292K | Sell |
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|
2019
Q2 | $271K | Hold |
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|
2019
Q1 | $276K | Hold |
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|
2018
Q4 | $265K | Hold |
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|
2018
Q3 | $245K | Hold |
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|
2018
Q2 | $242K | Sell |
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|
2018
Q1 | $263K | Sell |
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|
2017
Q4 | $291K | Buy |
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