Ruggie Capital Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-93
| Closed | -$8K | – | 301 |
|
2017
Q4 | $8K | Buy |
+93
| New | +$8K | 0.01% | 236 |
|
2017
Q2 | – | Sell |
-100
| Closed | -$8K | – | 282 |
|
2017
Q1 | $8K | Buy |
+100
| New | +$8K | 0.01% | 189 |
|
2015
Q3 | – | Sell |
-80
| Closed | -$6K | – | 246 |
|
2015
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 203 |
|
2015
Q1 | $6K | Sell |
80
-224
| -74% | -$16.8K | 0.01% | 167 |
|
2014
Q4 | $25K | Buy |
+304
| New | +$25K | 0.02% | 108 |
|