Princeton Capital Management Inc’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $650K | Buy |
7,740
+2,103
| +37% | +$177K | 0.33% | 50 |
|
|
2017
Q2 | $471K | Sell |
5,637
-910
| -14% | -$76K | 0.3% | 53 |
|
|
2017
Q1 | $537K | Hold |
6,547
| – | – | 0.34% | 50 |
|
|
2016
Q4 | $508K | Hold |
6,547
| – | – | 0.34% | 53 |
|
|
2016
Q3 | $524K | Sell |
6,547
-25
| -0.4% | -$2K | 0.34% | 54 |
|
|
2016
Q2 | $564K | Buy |
6,572
+608
| +10% | +$52.2K | 0.39% | 51 |
|
|
2016
Q1 | $481K | Buy |
5,964
+1,589
| +36% | +$128K | 0.33% | 48 |
|
|
2015
Q4 | $312K | Buy |
4,375
+260
| +6% | +$18.5K | 0.22% | 54 |
|
|
2015
Q3 | $296K | Sell |
4,115
-450
| -10% | -$32.4K | 0.18% | 57 |
|
|
2015
Q2 | $322K | Hold |
4,565
| – | – | 0.17% | 57 |
|
|
2015
Q1 | $351K | Buy |
4,565
+750
| +20% | +$57.7K | 0.18% | 58 |
|
|
2014
Q4 | $319K | Hold |
3,815
| – | – | 0.18% | 56 |
|
|
2014
Q3 | $285K | Buy |
+3,815
| New | +$285K | 0.18% | 59 |
|