SVA Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $275K | Sell |
|
|||||
|
2020
Q3 | $310K | Sell |
|
|||||
|
2020
Q2 | $286K | Sell |
|
|||||
|
2020
Q1 | $316K | Hold |
|
|||||
|
2019
Q4 | $356K | Buy |
|
|||||
|
2019
Q3 | $340K | Buy |
|
|||||
|
2019
Q2 | $301K | Sell |
|
|||||
|
2019
Q1 | $316K | Sell |
|
|||||
|
2018
Q4 | $371K | Sell |
|
|||||
|
2018
Q3 | $367K | Sell |
|
|||||
|
2018
Q2 | $398K | Sell |
|
|||||
|
2018
Q1 | $671K | Buy |
|
|||||
|
2017
Q4 | $523K | Sell |
|
|||||
|
2017
Q3 | $671K | Buy |
|
|||||
|
2017
Q2 | $659K | Sell |
|
|||||
|
2017
Q1 | $662K | Buy |
|
|||||
|
2016
Q4 | $627K | Sell |
|
|||||
|
2016
Q3 | $657K | Sell |
|
|||||
|
2016
Q2 | $764K | Sell |
|
|||||
|
2016
Q1 | $759K | Sell |
|
|||||
|
2015
Q4 | $699K | Sell |
|
|||||
|
2015
Q3 | $715K | Buy |
|
|||||
|
2015
Q2 | $680K | Sell |
|
|||||
|
2015
Q1 | $757K | Buy |
|