Shine Investment Advisory Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $64K | Hold |
720
| – | – | 0.02% | 252 |
|
|
2020
Q2 | $58K | Hold |
720
| – | – | 0.02% | 258 |
|
|
2020
Q1 | $58K | Hold |
720
| – | – | 0.03% | 248 |
|
|
2019
Q4 | $66K | Buy |
720
+50
| +7% | +$4.58K | 0.03% | 268 |
|
|
2019
Q3 | $64K | Hold |
670
| – | – | 0.03% | 261 |
|
|
2019
Q2 | $59K | Hold |
670
| – | – | 0.03% | 270 |
|
|
2019
Q1 | $60K | Hold |
670
| – | – | 0.03% | 271 |
|
|
2018
Q4 | $58K | Hold |
670
| – | – | 0.03% | 258 |
|
|
2018
Q3 | $54K | Hold |
670
| – | – | 0.03% | 279 |
|
|
2018
Q2 | $53K | Hold |
670
| – | – | 0.03% | 295 |
|
|
2018
Q1 | $52K | Hold |
670
| – | – | 0.03% | 289 |
|
|
2017
Q4 | $56K | Hold |
670
| – | – | 0.03% | 280 |
|
|
2017
Q3 | $56K | Hold |
670
| – | – | 0.03% | 276 |
|
|
2017
Q2 | $56K | Buy |
+670
| New | +$56K | 0.03% | 256 |
|