Unigestion Holding’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $13.7M | Sell |
143,047
-65,421
| -31% | -$6.27M | 0.38% | 66 |
|
2019
Q2 | $18.4M | Sell |
208,468
-101,818
| -33% | -$8.98M | 0.49% | 62 |
|
2019
Q1 | $27.9M | Buy |
310,286
+30,099
| +11% | +$2.71M | 0.75% | 50 |
|
2018
Q4 | $24.2M | Buy |
280,187
+156,185
| +126% | +$13.5M | 0.61% | 57 |
|
2018
Q3 | $9.92M | Sell |
124,002
-50,814
| -29% | -$4.07M | 0.21% | 116 |
|
2018
Q2 | $13.8M | Buy |
+174,816
| New | +$13.8M | 0.27% | 106 |
|