VSR Financial Services’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 | $1.51M | Sell |
17,556
-212
| -1% | -$18.2K | 0.25% | 116 |
|
|
2016
Q1 | $1.43M | Buy |
17,768
+1,851
| +12% | +$149K | 0.15% | 168 |
|
|
2015
Q4 | $1.14M | Buy |
15,917
+493
| +3% | +$35.2K | 0.12% | 195 |
|
|
2015
Q3 | $1.11M | Buy |
15,424
+209
| +1% | +$15K | 0.13% | 185 |
|
|
2015
Q2 | $1.07M | Buy |
15,215
+3,365
| +28% | +$238K | 0.11% | 208 |
|
|
2015
Q1 | $910K | Sell |
11,850
-216
| -2% | -$16.6K | 0.1% | 228 |
|
|
2014
Q4 | $1.01M | Sell |
12,066
-369
| -3% | -$30.8K | 0.11% | 202 |
|
|
2014
Q3 | $930K | Sell |
12,435
-160
| -1% | -$12K | 0.11% | 203 |
|
|
2014
Q2 | $934K | Sell |
12,595
-5,576
| -31% | -$413K | 0.12% | 198 |
|
|
2014
Q1 | $1.29M | Sell |
18,171
-319
| -2% | -$22.7K | 0.18% | 146 |
|
|
2013
Q4 | $1.28M | Sell |
18,490
-898
| -5% | -$62K | 0.2% | 131 |
|
|
2013
Q3 | $1.3M | Sell |
19,388
-1,822
| -9% | -$122K | 0.23% | 109 |
|
|
2013
Q2 | $1.43M | Buy |
+21,210
| New | +$1.43M | 0.28% | 87 |
|