SMA
Simply Money Advisors’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-333
| Closed | -$24K | – | 29 |
|
|
2014
Q1 | $24K | Sell |
333
-158
| -32% | -$11.4K | ﹤0.01% | 33 |
|
|
2013
Q4 | $34K | Sell |
491
-4,151
| -89% | -$287K | 0.01% | 26 |
|
|
2013
Q3 | $310K | Sell |
4,642
-2,161
| -32% | -$144K | 0.05% | 18 |
|
|
2013
Q2 | $459K | Buy |
+6,803
| New | +$459K | 0.08% | 20 |
|