Visionary Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $217K | Buy |
+2,520
| New | +$217K | 0.09% | 109 |
|
|
2017
Q4 | – | Sell |
-31,927
| Closed | -$2.68M | – | 285 |
|
|
2017
Q3 | $2.68M | Sell |
31,927
-2,839
| -8% | -$238K | 0.78% | 57 |
|
|
2017
Q2 | $2.91M | Sell |
34,766
-3,170
| -8% | -$265K | 0.85% | 53 |
|
|
2017
Q1 | $3.11M | Buy |
37,936
+1,721
| +5% | +$141K | 0.96% | 56 |
|
|
2016
Q4 | $2.81M | Buy |
36,215
+2,655
| +8% | +$206K | 0.91% | 63 |
|
|
2016
Q3 | $2.69M | Buy |
33,560
+1,226
| +4% | +$98.1K | 0.93% | 60 |
|
|
2016
Q2 | $2.77M | Buy |
32,334
+1,008
| +3% | +$86.4K | 0.98% | 26 |
|
|
2016
Q1 | $2.53M | Buy |
+31,326
| New | +$2.53M | 0.89% | 40 |
|