Sullivan, Bruyette, Speros & Blaney’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $231K | Buy |
2,396
+296
| +14% | +$28.5K | 0.01% | 279 |
|
|
2020
Q4 | $192K | Hold |
2,100
| – | – | 0.01% | 291 |
|
|
2020
Q3 | $186K | Sell |
2,100
-564
| -21% | -$50K | 0.01% | 261 |
|
|
2020
Q2 | $213K | Sell |
2,664
-470
| -15% | -$37.6K | 0.01% | 225 |
|
|
2020
Q1 | $253K | Buy |
3,134
+289
| +10% | +$23.3K | 0.02% | 182 |
|
|
2019
Q4 | $260K | Buy |
2,845
+422
| +17% | +$38.6K | 0.01% | 210 |
|
|
2019
Q3 | $232K | Sell |
2,423
-981
| -29% | -$93.9K | 0.01% | 211 |
|
|
2019
Q2 | $300K | Buy |
3,404
+680
| +25% | +$59.9K | 0.02% | 179 |
|
|
2019
Q1 | $245K | Buy |
+2,724
| New | +$245K | 0.02% | 183 |
|