WealthTrust-Arizona’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 | $14K | Buy |
157
+152
| +3,040% | +$13.6K | 0.01% | 322 |
|
|
2018
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 689 |
|
|
2018
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 676 |
|
|
2018
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 655 |
|
|
2017
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 654 |
|
|
2017
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 647 |
|
|
2017
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 639 |
|
|
2017
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 621 |
|
|
2016
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 619 |
|
|
2016
Q3 | $0 | Sell |
5
-99
| -95% | – | ﹤0.01% | 619 |
|
|
2016
Q2 | $9K | Buy |
104
+1
| +1% | +$87 | 0.01% | 369 |
|
|
2016
Q1 | $8K | Buy |
103
+1
| +1% | +$78 | 0.01% | 380 |
|
|
2015
Q4 | $7K | Buy |
102
+1
| +1% | +$69 | ﹤0.01% | 425 |
|
|
2015
Q3 | $7K | Buy |
101
+1
| +1% | +$69 | ﹤0.01% | 419 |
|
|
2015
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 449 |
|
|
2015
Q1 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 444 |
|
|
2014
Q4 | – | Sell |
-351
| Closed | -$26K | – | 626 |
|
|
2014
Q3 | $26K | Hold |
351
| – | – | 0.03% | 232 |
|
|
2014
Q2 | $26K | Hold |
351
| – | – | 0.03% | 251 |
|
|
2014
Q1 | $25K | Hold |
351
| – | – | 0.03% | 257 |
|
|
2013
Q4 | $24K | Hold |
351
| – | – | 0.03% | 236 |
|
|
2013
Q3 | $23K | Hold |
351
| – | – | 0.03% | 224 |
|
|
2013
Q2 | $24K | Buy |
+351
| New | +$24K | 0.03% | 204 |
|