Shamrock Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $114K | Sell |
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|
2019
Q2 | $124K | Sell |
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|
2019
Q1 | $145K | Buy |
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|
2018
Q4 | $139K | Sell |
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|
2018
Q3 | $208K | Buy |
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|
2018
Q2 | $206K | Sell |
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|
2018
Q1 | $197K | Buy |
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|
2017
Q4 | $115K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $215K | Buy |
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|
2016
Q3 | $196K | Buy |
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|
2016
Q2 | $10K | Hold |
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|
2016
Q1 | $9K | Hold |
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|
2015
Q4 | $8K | Hold |
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|
2015
Q3 | $8K | Hold |
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|
2015
Q2 | $8K | Hold |
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|
2015
Q1 | $9K | Hold |
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|
2014
Q4 | $9K | Hold |
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|
2014
Q3 | $8K | Hold |
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|
2014
Q2 | $8K | Hold |
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|
2014
Q1 | $8K | Buy |
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