Squar Milner Financial Services’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,058
| Closed | -$324K | – | 52 |
|
|
2020
Q2 | $324K | Buy |
4,058
+830
| +26% | +$66.3K | 0.18% | 141 |
|
|
2020
Q1 | $261K | Buy |
3,228
+779
| +32% | +$63K | 0.16% | 135 |
|
|
2019
Q4 | $223K | Sell |
2,449
-1,730
| -41% | -$158K | 0.11% | 183 |
|
|
2019
Q3 | $370K | Buy |
4,179
+2,704
| +183% | +$239K | 0.19% | 133 |
|
|
2019
Q2 | $130K | Buy |
1,475
+825
| +127% | +$72.7K | 0.09% | 233 |
|
|
2019
Q1 | $58K | Hold |
650
| – | – | 0.04% | 309 |
|
|
2018
Q4 | $56K | Hold |
650
| – | – | 0.05% | 278 |
|
|
2018
Q3 | $52K | Sell |
650
-403
| -38% | -$32.2K | 0.05% | 296 |
|
|
2018
Q2 | $83K | Buy |
+1,053
| New | +$83K | 0.07% | 271 |
|