Squar Milner Financial Services’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
2020
Q2
$324K Buy
2020
Q1
$261K Buy
2019
Q4
$223K Sell
2019
Q3
$370K Buy
2019
Q2
$130K Buy
2019
Q1
$58K Hold
2018
Q4
$56K Hold
2018
Q3
$52K Sell
2018
Q2
$83K Buy