Systematic Financial Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-166,614
| Closed | -$12.8M | – | 691 |
|
|
2015
Q1 | $12.8M | Sell |
166,614
-10,711
| -6% | -$822K | 0.1% | 229 |
|
|
2014
Q4 | $14.8M | Sell |
177,325
-130,564
| -42% | -$10.9M | 0.11% | 193 |
|
|
2014
Q3 | $23M | Sell |
307,889
-8,602
| -3% | -$643K | 0.17% | 134 |
|
|
2014
Q2 | $23.5M | Buy |
316,491
+23,182
| +8% | +$1.72M | 0.16% | 149 |
|
|
2014
Q1 | $20.9M | Buy |
+293,309
| New | +$20.9M | 0.14% | 161 |
|