Stifel Trust’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $631K | Buy |
8,434
+5,032
| +148% | +$376K | 0.12% | 130 |
|
|
2014
Q2 | $253K | Sell |
3,402
-208
| -6% | -$15.5K | 0.05% | 164 |
|
|
2014
Q1 | $258K | Sell |
3,610
-875
| -20% | -$62.5K | 0.05% | 161 |
|
|
2013
Q4 | $310K | Sell |
4,485
-106
| -2% | -$7.33K | 0.06% | 156 |
|
|
2013
Q3 | $307K | Sell |
4,591
-200
| -4% | -$13.4K | 0.06% | 153 |
|
|
2013
Q2 | $324K | Buy |
+4,791
| New | +$324K | 0.07% | 148 |
|