Stanford Investment Group’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-400
| Closed | -$31K | – | 76 |
|
|
2016
Q4 | $31K | Hold |
400
| – | – | 0.02% | 189 |
|
|
2016
Q3 | $32K | Hold |
400
| – | – | 0.02% | 202 |
|
|
2016
Q2 | $34K | Hold |
400
| – | – | 0.02% | 185 |
|
|
2016
Q1 | $32K | Hold |
400
| – | – | 0.02% | 190 |
|
|
2015
Q4 | $29K | Sell |
400
-38
| -9% | -$2.76K | 0.02% | 184 |
|
|
2015
Q3 | $31K | Buy |
438
+1
| +0.2% | +$71 | 0.02% | 170 |
|
|
2015
Q2 | $31K | Hold |
437
| – | – | 0.02% | 181 |
|
|
2015
Q1 | $34K | Sell |
437
-399
| -48% | -$31K | 0.03% | 170 |
|
|
2014
Q4 | $70K | Buy |
+836
| New | +$70K | 0.06% | 114 |
|