Stoneridge Investment Partners’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 |
-6,833
| Closed | -$546K | – | 117 |
|
|
2020
Q2 | $546K | Sell |
6,833
-900
| -12% | -$71.9K | 0.23% | 88 |
|
|
2020
Q1 | $625K | Sell |
7,733
-5,279
| -41% | -$427K | 0.28% | 78 |
|
|
2019
Q4 | $1.19M | Buy |
+13,012
| New | +$1.19M | 0.4% | 78 |
|
|
2019
Q3 | – | Sell |
-6,041
| Closed | -$533K | – | 130 |
|
|
2019
Q2 | $533K | Buy |
+6,041
| New | +$533K | 0.19% | 100 |
|