UCMOK
United Capital Management of KS’s Duke Energy DUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-17,531
| Closed | -$1.42M | – | 85 |
|
|
2020
Q1 | $1.42M | Buy |
17,531
+2,809
| +19% | +$227K | 1.19% | 32 |
|
|
2019
Q4 | $1.34M | Buy |
14,722
+1,503
| +11% | +$137K | 0.85% | 42 |
|
|
2019
Q3 | $1.28M | Buy |
13,219
+428
| +3% | +$41.5K | 0.94% | 40 |
|
|
2019
Q2 | $1.13M | Buy |
12,791
+10
| +0.1% | +$880 | 0.85% | 41 |
|
|
2019
Q1 | $1.15M | Buy |
12,781
+74
| +0.6% | +$6.64K | 0.9% | 40 |
|
|
2018
Q4 | $1.1M | Buy |
12,707
+648
| +5% | +$55.9K | 1.02% | 35 |
|
|
2018
Q3 | $966K | Buy |
+12,059
| New | +$966K | 0.78% | 44 |
|