Private Vista’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,301
| Closed | -$210K | – | 146 |
|
|
2019
Q4 | $210K | Buy |
2,301
+4
| +0.2% | +$365 | 0.06% | 138 |
|
|
2019
Q3 | $221K | Buy |
2,297
+15
| +0.7% | +$1.44K | 0.06% | 136 |
|
|
2019
Q2 | $202K | Buy |
2,282
+43
| +2% | +$3.81K | 0.05% | 149 |
|
|
2019
Q1 | $202K | Sell |
2,239
-221
| -9% | -$19.9K | 0.05% | 149 |
|
|
2018
Q4 | $213K | Buy |
+2,460
| New | +$213K | 0.05% | 139 |
|