Quantum Capital Management (California)’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$89K Hold
2020
Q2
$81K Hold
2020
Q1
$82K Hold
2019
Q4
$92K Hold
2019
Q3
$97K Buy
2015
Q2
Sell
2015
Q1
$705K Sell
2014
Q4
$1.71M Sell
2014
Q3
$2.23M Sell
2014
Q2
$2.5M Sell
2014
Q1
$2.41M Sell
2013
Q4
$2.36M Buy
2013
Q3
$2.14M Buy
2013
Q2
$2.1M Buy