SHJ
Sharkey, Howes & Javer’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-104
| Closed | -$9K | – | 86 |
|
|
2019
Q2 | $9K | Hold |
104
| – | – | ﹤0.01% | 153 |
|
|
2019
Q1 | $9K | Hold |
104
| – | – | ﹤0.01% | 157 |
|
|
2018
Q4 | $9K | Hold |
104
| – | – | 0.01% | 153 |
|
|
2018
Q3 | $8K | Hold |
104
| – | – | ﹤0.01% | 165 |
|
|
2018
Q2 | $8K | Sell |
104
-153
| -60% | -$11.8K | ﹤0.01% | 159 |
|
|
2018
Q1 | $19K | Hold |
257
| – | – | 0.01% | 129 |
|
|
2017
Q4 | $22K | Hold |
257
| – | – | 0.01% | 126 |
|
|
2017
Q3 | $22K | Hold |
257
| – | – | 0.01% | 127 |
|
|
2017
Q2 | $21K | Hold |
257
| – | – | 0.01% | 125 |
|
|
2017
Q1 | $21K | Hold |
257
| – | – | 0.01% | 136 |
|
|
2016
Q4 | $20K | Hold |
257
| – | – | 0.01% | 139 |
|
|
2016
Q3 | $21K | Hold |
257
| – | – | 0.01% | 133 |
|
|
2016
Q2 | $22K | Hold |
257
| – | – | 0.01% | 129 |
|
|
2016
Q1 | $21K | Sell |
257
-521
| -67% | -$42.6K | 0.02% | 138 |
|
|
2015
Q4 | $56K | Buy |
778
+104
| +15% | +$7.49K | 0.04% | 84 |
|
|
2015
Q3 | $46K | Buy |
+674
| New | +$46K | 0.04% | 97 |
|