Torch Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.81M | Buy |
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|
2019
Q3 | $1.9M | Sell |
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|
2019
Q2 | $1.85M | Sell |
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|
2019
Q1 | $1.89M | Sell |
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|
2018
Q4 | $1.85M | Buy |
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|
2018
Q3 | $1.67M | Buy |
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|
2018
Q2 | $1.64M | Buy |
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|
2018
Q1 | $1.6M | Buy |
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|
2017
Q4 | $1.34M | Buy |
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|
2017
Q3 | $1.34M | Buy |
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|
2017
Q2 | $1.32M | Sell |
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|
2017
Q1 | $1.31M | Buy |
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|
2016
Q4 | $1.21M | Buy |
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|
2016
Q3 | $1.14M | Buy |
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|
2016
Q2 | $1.22M | Buy |
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|
2016
Q1 | $1.14M | Buy |
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|
2015
Q4 | $991K | Buy |
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|
2015
Q3 | $978K | Buy |
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|
2015
Q2 | $954K | Buy |
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|
2015
Q1 | $1.03M | Buy |
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|
2014
Q4 | $747K | Buy |
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|
2014
Q3 | $667K | Sell |
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|
2014
Q2 | $669K | Buy |
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|
2014
Q1 | $468K | Hold |
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|
2013
Q4 | $453K | Buy |
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