WFG Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $762K | Buy |
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|
2017
Q1 | $647K | Sell |
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|
2016
Q4 | $726K | Sell |
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|
2016
Q3 | $794K | Buy |
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|
2016
Q2 | $817K | Buy |
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|
2016
Q1 | $768K | Buy |
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|
2015
Q4 | $632K | Buy |
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|
2015
Q3 | $593K | Buy |
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|
2015
Q2 | $444K | Sell |
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|
2015
Q1 | $626K | Sell |
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|
2014
Q4 | $1.26M | Sell |
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|
2014
Q3 | $1.25M | Buy |
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|
2014
Q2 | $1.22M | Sell |
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|
2014
Q1 | $1.22M | Sell |
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|
2013
Q4 | $2.04M | Buy |
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|
2013
Q3 | $1.79M | Sell |
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|
2013
Q2 | $1.83M | Buy |
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