Syntal Capital Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-29,245
| Closed | -$1.89M | – | 130 |
|
|
2019
Q3 | $1.89M | Hold |
29,245
| – | – | 0.49% | 41 |
|
|
2019
Q2 | $1.89M | Buy |
+29,245
| New | +$1.89M | 0.41% | 52 |
|
|
2015
Q4 | – | Sell |
-166
| Closed | -$11K | – | 91 |
|
|
2015
Q3 | $11K | Hold |
166
| – | – | 0.02% | 130 |
|
|
2015
Q2 | $11 | Hold |
166
| – | – | 0.01% | 152 |
|
|
2015
Q1 | $12K | Buy |
+166
| New | +$12K | 0.01% | 155 |
|
|
2014
Q4 | – | Sell |
-166
| Closed | -$12K | – | 170 |
|
|
2014
Q3 | $12K | Sell |
166
-200
| -55% | -$14.5K | 0.01% | 174 |
|
|
2014
Q2 | $27K | Buy |
+366
| New | +$27K | 0.01% | 157 |
|