WFG Advisors’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $762K | Buy |
9,117
+1,231
| +16% | +$103K | 0.17% | 137 |
|
|
2017
Q1 | $647K | Sell |
7,886
-1,461
| -16% | -$120K | 0.17% | 134 |
|
|
2016
Q4 | $726K | Sell |
9,347
-579
| -6% | -$45K | 0.18% | 149 |
|
|
2016
Q3 | $794K | Buy |
9,926
+405
| +4% | +$32.4K | 0.2% | 121 |
|
|
2016
Q2 | $817K | Buy |
9,521
+2
| +0% | +$172 | 0.22% | 114 |
|
|
2016
Q1 | $768K | Buy |
9,519
+662
| +7% | +$53.4K | 0.22% | 110 |
|
|
2015
Q4 | $632K | Buy |
8,857
+618
| +8% | +$44.1K | 0.19% | 135 |
|
|
2015
Q3 | $593K | Buy |
8,239
+1,955
| +31% | +$141K | 0.19% | 127 |
|
|
2015
Q2 | $444K | Sell |
6,284
-1,874
| -23% | -$132K | 0.12% | 185 |
|
|
2015
Q1 | $626K | Sell |
8,158
-6,935
| -46% | -$532K | 0.17% | 134 |
|
|
2014
Q4 | $1.26M | Sell |
15,093
-1,649
| -10% | -$138K | 0.26% | 82 |
|
|
2014
Q3 | $1.25M | Buy |
16,742
+322
| +2% | +$24.1K | 0.24% | 93 |
|
|
2014
Q2 | $1.22M | Sell |
16,420
-644
| -4% | -$47.8K | 0.23% | 101 |
|
|
2014
Q1 | $1.22M | Sell |
17,064
-12,476
| -42% | -$888K | 0.24% | 91 |
|
|
2013
Q4 | $2.04M | Buy |
29,540
+2,701
| +10% | +$186K | 0.29% | 72 |
|
|
2013
Q3 | $1.79M | Sell |
26,839
-298
| -1% | -$19.9K | 0.28% | 80 |
|
|
2013
Q2 | $1.83M | Buy |
+27,137
| New | +$1.83M | 0.3% | 72 |
|