WealthTrust Fairport’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 349 |
|
|
2015
Q1 | – | Sell |
-676
| Closed | -$56K | – | 204 |
|
|
2014
Q4 | $56K | Buy |
676
+241
| +55% | +$20K | 0.01% | 171 |
|
|
2014
Q3 | $33K | Hold |
435
| – | – | ﹤0.01% | 179 |
|
|
2014
Q2 | $32K | Hold |
435
| – | – | ﹤0.01% | 177 |
|
|
2014
Q1 | $31K | Hold |
435
| – | – | ﹤0.01% | 166 |
|
|
2013
Q4 | $30K | Sell |
435
-179
| -29% | -$12.3K | ﹤0.01% | 155 |
|
|
2013
Q3 | $41K | Sell |
614
-107
| -15% | -$7.15K | 0.01% | 169 |
|
|
2013
Q2 | $49K | Buy |
+721
| New | +$49K | 0.01% | 165 |
|