R.H. Bluestein & Co’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,600
| Closed | -$202K | – | 330 |
|
|
2016
Q4 | $202K | Sell |
2,600
-1,810
| -41% | -$141K | 0.01% | 287 |
|
|
2016
Q3 | $353K | Sell |
4,410
-1,940
| -31% | -$155K | 0.02% | 168 |
|
|
2016
Q2 | $545K | Buy |
+6,350
| New | +$545K | 0.04% | 87 |
|
|
2014
Q1 | – | Sell |
-3,240
| Closed | -$224K | – | 360 |
|
|
2013
Q4 | $224K | Hold |
3,240
| – | – | 0.01% | 320 |
|
|
2013
Q3 | $216K | Hold |
3,240
| – | – | 0.02% | 311 |
|
|
2013
Q2 | $219K | Buy |
+3,240
| New | +$219K | 0.02% | 291 |
|