Stevens First Principles Investment Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-393
| Closed | -$29K | – | 223 |
|
|
2014
Q3 | $29K | Buy |
+393
| New | +$29K | 0.02% | 167 |
|
|
2014
Q2 | – | Sell |
-63
| Closed | -$4K | – | 220 |
|
|
2014
Q1 | $4K | Hold |
63
| – | – | ﹤0.01% | 189 |
|
|
2013
Q4 | $4K | Hold |
63
| – | – | ﹤0.01% | 199 |
|
|
2013
Q3 | $4K | Hold |
63
| – | – | ﹤0.01% | 197 |
|
|
2013
Q2 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 197 |
|