Taylor Cottrill’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | $708K | Hold |
9,915
| – | – | 0.36% | 68 |
|
2015
Q3 | $713K | Buy |
9,915
+211
| +2% | +$15.2K | 0.39% | 67 |
|
2015
Q2 | $685K | Buy |
9,704
+767
| +9% | +$54.1K | 0.33% | 74 |
|
2015
Q1 | $686K | Buy |
8,937
+293
| +3% | +$22.5K | 0.33% | 71 |
|
2014
Q4 | $722K | Hold |
8,644
| – | – | 0.34% | 70 |
|
2014
Q3 | $646K | Hold |
8,644
| – | – | 0.32% | 74 |
|
2014
Q2 | $641K | Hold |
8,644
| – | – | 0.31% | 73 |
|
2014
Q1 | $616K | Hold |
8,644
| – | – | 0.32% | 66 |
|
2013
Q4 | $597K | Hold |
8,644
| – | – | 0.31% | 63 |
|
2013
Q3 | $577K | Hold |
8,644
| – | – | 0.32% | 63 |
|
2013
Q2 | $583K | Buy |
+8,644
| New | +$583K | 0.34% | 60 |
|