SlateStone Wealth’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,312
| Closed | -$302K | – | 186 |
|
|
2019
Q4 | $302K | Sell |
3,312
-34
| -1% | -$3.1K | 0.07% | 170 |
|
|
2019
Q3 | $321K | Buy |
3,346
+110
| +3% | +$10.6K | 0.09% | 127 |
|
|
2019
Q2 | $286K | Sell |
3,236
-190
| -6% | -$16.8K | 0.08% | 146 |
|
|
2019
Q1 | $308K | Buy |
+3,426
| New | +$308K | 0.09% | 131 |
|