Suncoast Equity Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,635
| Closed | -$237K | – | 41 |
|
|
2019
Q1 | $237K | Sell |
2,635
-110
| -4% | -$9.89K | 0.05% | 38 |
|
|
2018
Q4 | $237K | Hold |
2,745
| – | – | 0.06% | 36 |
|
|
2018
Q3 | $220K | Hold |
2,745
| – | – | 0.05% | 40 |
|
|
2018
Q2 | $217K | Sell |
2,745
-205
| -7% | -$16.2K | 0.05% | 33 |
|
|
2018
Q1 | $229K | Sell |
2,950
-850
| -22% | -$66K | 0.06% | 33 |
|
|
2017
Q4 | $320K | Buy |
3,800
+555
| +17% | +$46.7K | 0.09% | 23 |
|
|
2017
Q3 | $272K | Hold |
3,245
| – | – | 0.08% | 33 |
|
|
2017
Q2 | $271K | Buy |
3,245
+375
| +13% | +$31.3K | 0.08% | 32 |
|
|
2017
Q1 | $235K | Sell |
2,870
-245
| -8% | -$20.1K | 0.08% | 30 |
|
|
2016
Q4 | $242K | Hold |
3,115
| – | – | 0.08% | 31 |
|
|
2016
Q3 | $249K | Buy |
+3,115
| New | +$249K | 0.08% | 31 |
|