US Financial Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-375
| Closed | -$30K | – | 128 |
|
|
2016
Q1 | $30K | Sell |
375
-205
| -35% | -$16.4K | 0.05% | 122 |
|
|
2015
Q4 | $41K | Buy |
580
+205
| +55% | +$14.5K | 0.04% | 160 |
|
|
2015
Q3 | $27K | Hold |
375
| – | – | 0.04% | 177 |
|
|
2015
Q2 | $26K | Hold |
375
| – | – | 0.02% | 157 |
|
|
2015
Q1 | $29K | Hold |
375
| – | – | 0.03% | 160 |
|
|
2014
Q4 | $31K | Buy |
+375
| New | +$31K | 0.03% | 146 |
|