Wealthfront’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.94M | Sell |
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|
2018
Q2 | $4.21M | Sell |
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|
2018
Q1 | $5.06M | Buy |
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|
2017
Q4 | $2.93M | Buy |
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|
2017
Q3 | $1.99M | Buy |
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|
2017
Q2 | $1.75M | Buy |
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|
2017
Q1 | $1.26M | Buy |
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|
2016
Q4 | $800K | Sell |
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|
2016
Q3 | $848K | Buy |
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|
2016
Q2 | $770K | Buy |
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|
2016
Q1 | $616K | Buy |
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|
2015
Q4 | $278K | Buy |
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|
2015
Q3 | $225K | Sell |
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|
2015
Q2 | $258K | Sell |
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|
2015
Q1 | $433K | Buy |
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|
2014
Q4 | $404K | Buy |
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|
2014
Q3 | $304K | Buy |
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|
2014
Q2 | $179K | Buy |
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|
2014
Q1 | $98K | Buy |
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