Wealthfront’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.94M | Sell |
49,173
-4,079
| -8% | -$326K | 0.04% | 77 |
|
|
2018
Q2 | $4.21M | Sell |
53,252
-12,052
| -18% | -$953K | 0.04% | 62 |
|
|
2018
Q1 | $5.06M | Buy |
65,304
+30,466
| +87% | +$2.36M | 0.05% | 60 |
|
|
2017
Q4 | $2.93M | Buy |
34,838
+11,127
| +47% | +$936K | 0.03% | 83 |
|
|
2017
Q3 | $1.99M | Buy |
23,711
+2,760
| +13% | +$232K | 0.03% | 110 |
|
|
2017
Q2 | $1.75M | Buy |
20,951
+5,567
| +36% | +$465K | 0.03% | 106 |
|
|
2017
Q1 | $1.26M | Buy |
15,384
+5,083
| +49% | +$417K | 0.02% | 121 |
|
|
2016
Q4 | $800K | Sell |
10,301
-293
| -3% | -$22.8K | 0.02% | 136 |
|
|
2016
Q3 | $848K | Buy |
10,594
+1,614
| +18% | +$129K | 0.02% | 120 |
|
|
2016
Q2 | $770K | Buy |
8,980
+1,350
| +18% | +$116K | 0.02% | 118 |
|
|
2016
Q1 | $616K | Buy |
7,630
+3,739
| +96% | +$302K | 0.02% | 131 |
|
|
2015
Q4 | $278K | Buy |
3,891
+766
| +25% | +$54.7K | 0.01% | 229 |
|
|
2015
Q3 | $225K | Sell |
3,125
-522
| -14% | -$37.6K | 0.01% | 252 |
|
|
2015
Q2 | $258K | Sell |
3,647
-1,987
| -35% | -$141K | 0.01% | 216 |
|
|
2015
Q1 | $433K | Buy |
5,634
+794
| +16% | +$61K | 0.02% | 95 |
|
|
2014
Q4 | $404K | Buy |
4,840
+776
| +19% | +$64.8K | 0.02% | 84 |
|
|
2014
Q3 | $304K | Buy |
4,064
+1,558
| +62% | +$117K | 0.02% | 95 |
|
|
2014
Q2 | $179K | Buy |
2,506
+1,125
| +81% | +$80.4K | 0.02% | 122 |
|
|
2014
Q1 | $98K | Buy |
+1,381
| New | +$98K | 0.01% | 133 |
|