RPg Family Wealth Advisory’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-250
| Closed | -$19.4K | – | 244 |
|
|
2018
Q1 | $19.4K | Buy |
+250
| New | +$19.4K | 0.02% | 198 |
|
|
2017
Q3 | – | Sell |
-353
| Closed | -$29.5K | – | 289 |
|
|
2017
Q2 | $29.5K | Buy |
353
+27
| +8% | +$2.26K | 0.03% | 210 |
|
|
2017
Q1 | $26.7K | Sell |
326
-255
| -44% | -$20.9K | 0.02% | 191 |
|
|
2016
Q4 | $45.1K | Sell |
581
-65
| -10% | -$5.05K | 0.04% | 127 |
|
|
2016
Q3 | $51.7K | Sell |
646
-43
| -6% | -$3.44K | 0.04% | 115 |
|
|
2016
Q2 | $59.1K | Buy |
689
+305
| +79% | +$26.2K | 0.03% | 115 |
|
|
2016
Q1 | $31K | Buy |
+384
| New | +$31K | 0.02% | 152 |
|