TWM
Torch Wealth Management’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.81M | Buy |
19,816
+4
| +0% | +$365 | 1% | 35 |
|
|
2019
Q3 | $1.9M | Sell |
19,812
-1,158
| -6% | -$111K | 1.12% | 34 |
|
|
2019
Q2 | $1.85M | Sell |
20,970
-20
| -0.1% | -$1.76K | 1.11% | 34 |
|
|
2019
Q1 | $1.89M | Sell |
20,990
-508
| -2% | -$45.7K | 1.17% | 33 |
|
|
2018
Q4 | $1.86M | Buy |
21,498
+653
| +3% | +$56.3K | 1.33% | 28 |
|
|
2018
Q3 | $1.67M | Buy |
20,845
+76
| +0.4% | +$6.08K | 1% | 40 |
|
|
2018
Q2 | $1.64M | Buy |
20,769
+61
| +0.3% | +$4.82K | 1.03% | 36 |
|
|
2018
Q1 | $1.6M | Buy |
20,708
+4,714
| +29% | +$365K | 1.04% | 36 |
|
|
2017
Q4 | $1.35M | Buy |
15,994
+76
| +0.5% | +$6.39K | 0.82% | 48 |
|
|
2017
Q3 | $1.34M | Buy |
15,918
+76
| +0.5% | +$6.38K | 0.88% | 45 |
|
|
2017
Q2 | $1.32M | Sell |
15,842
-150
| -0.9% | -$12.5K | 0.91% | 42 |
|
|
2017
Q1 | $1.31M | Buy |
15,992
+425
| +3% | +$34.9K | 0.87% | 48 |
|
|
2016
Q4 | $1.21M | Buy |
15,567
+1,275
| +9% | +$98.9K | 0.85% | 46 |
|
|
2016
Q3 | $1.14M | Buy |
14,292
+75
| +0.5% | +$6K | 0.83% | 49 |
|
|
2016
Q2 | $1.22M | Buy |
14,217
+70
| +0.5% | +$6.01K | 0.89% | 46 |
|
|
2016
Q1 | $1.14M | Buy |
14,147
+272
| +2% | +$21.9K | 0.86% | 47 |
|
|
2015
Q4 | $991K | Buy |
13,875
+281
| +2% | +$20.1K | 0.72% | 51 |
|
|
2015
Q3 | $978K | Buy |
13,594
+80
| +0.6% | +$5.76K | 0.75% | 52 |
|
|
2015
Q2 | $954K | Buy |
13,514
+73
| +0.5% | +$5.15K | 0.66% | 52 |
|
|
2015
Q1 | $1.03M | Buy |
13,441
+4,497
| +50% | +$345K | 0.8% | 47 |
|
|
2014
Q4 | $747K | Buy |
8,944
+29
| +0.3% | +$2.42K | 0.57% | 52 |
|
|
2014
Q3 | $667K | Sell |
8,915
-103
| -1% | -$7.71K | 0.49% | 57 |
|
|
2014
Q2 | $669K | Buy |
9,018
+2,452
| +37% | +$182K | 0.45% | 56 |
|
|
2014
Q1 | $468K | Hold |
6,566
| – | – | 0.34% | 65 |
|
|
2013
Q4 | $453K | Buy |
+6,566
| New | +$453K | 0.35% | 67 |
|