Taylor Wealth Management 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
Q1 | – | Sell |
-83
| Closed | -$7K | – | 69 |
|
|
2018
Q4 | $7K | Hold |
83
| – | – | ﹤0.01% | 95 |
|
|
2018
Q3 | $7K | Hold |
83
| – | – | ﹤0.01% | 110 |
|
|
2018
Q2 | $7K | Hold |
83
| – | – | ﹤0.01% | 118 |
|
|
2018
Q1 | $6K | Hold |
83
| – | – | ﹤0.01% | 115 |
|
|
2017
Q4 | $7K | Sell |
83
-450
| -84% | -$38K | ﹤0.01% | 134 |
|
|
2017
Q3 | $45K | Hold |
533
| – | – | 0.02% | 100 |
|
|
2017
Q2 | $45K | Hold |
533
| – | – | 0.02% | 102 |
|
|
2017
Q1 | $44K | Hold |
533
| – | – | 0.02% | 106 |
|
|
2016
Q4 | $41K | Hold |
533
| – | – | 0.02% | 103 |
|
|
2016
Q3 | $43K | Hold |
533
| – | – | 0.02% | 94 |
|
|
2016
Q2 | $46K | Hold |
533
| – | – | 0.02% | 92 |
|
|
2016
Q1 | $43K | Buy |
533
+450
| +542% | +$36.3K | 0.02% | 87 |
|
|
2015
Q4 | $6K | Hold |
83
| – | – | ﹤0.01% | 121 |
|
|
2015
Q3 | $6K | Sell |
83
-333
| -80% | -$24.1K | ﹤0.01% | 132 |
|
|
2015
Q2 | $29K | Sell |
416
-452
| -52% | -$31.5K | 0.01% | 113 |
|
|
2015
Q1 | $67K | Buy |
+868
| New | +$67K | 0.02% | 73 |
|