Signature Wealth Management 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
Q4
Sell
-715
Closed -$60K 132
2018
Q3
$60K Hold
715
0.04% 101
2018
Q2
$57K Sell
715
-43
-6% -$3.43K 0.04% 97
2018
Q1
$59K Hold
758
0.05% 94
2017
Q4
$64K Buy
+758
New +$64K 0.05% 91