Vision Capital Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,860
| Closed | -$208K | – | 98 |
|
|
2022
Q1 | $208K | Buy |
+1,860
| New | +$208K | 0.03% | 101 |
|
|
2018
Q4 | – | Sell |
-2,703
| Closed | -$216K | – | 79 |
|
|
2018
Q3 | $216K | Hold |
2,703
| – | – | 0.06% | 74 |
|
|
2018
Q2 | $214K | Buy |
+2,703
| New | +$214K | 0.06% | 75 |
|
|
2018
Q1 | – | Sell |
-2,526
| Closed | -$212K | – | 80 |
|
|
2017
Q4 | $212K | Hold |
2,526
| – | – | 0.06% | 87 |
|
|
2017
Q3 | $212K | Sell |
2,526
-997
| -28% | -$83.7K | 0.07% | 84 |
|
|
2017
Q2 | $294K | Buy |
+3,523
| New | +$294K | 0.1% | 76 |
|