Smart Portfolios LLC’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,035
| Closed | -$93K | – | 92 |
|
2019
Q1 | $93K | Hold |
1,035
| – | – | 0.08% | 73 |
|
2018
Q4 | $89K | Hold |
1,035
| – | – | 0.07% | 67 |
|
2018
Q3 | $83K | Hold |
1,035
| – | – | 0.05% | 71 |
|
2018
Q2 | $82K | Hold |
1,035
| – | – | 0.05% | 75 |
|
2018
Q1 | $80K | Buy |
+1,035
| New | +$80K | 0.05% | 63 |
|