Whitnell & Co’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $107K | Hold |
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|
2019
Q3 | $113K | Buy |
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|
2019
Q2 | $66K | Hold |
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|
2019
Q1 | $67K | Hold |
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|
2018
Q4 | $65K | Hold |
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|
2018
Q3 | $60K | Sell |
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|
2018
Q2 | $129K | Hold |
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|
2018
Q1 | $126K | Hold |
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|
2017
Q4 | $137K | Hold |
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|
2017
Q3 | $137K | Hold |
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|
2017
Q2 | $136K | Hold |
|
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|
2017
Q1 | $134K | Hold |
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|
2016
Q4 | $127K | Sell |
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|
2016
Q3 | $472K | Hold |
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|
2016
Q2 | $505K | Hold |
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|
2016
Q1 | $475K | Hold |
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|
2015
Q4 | $421K | Hold |
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|
2015
Q3 | $424K | Hold |
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|
2015
Q2 | $416K | Hold |
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|
2015
Q1 | $452K | Sell |
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|
2014
Q4 | $597K | Hold |
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|
2014
Q3 | $534K | Hold |
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|
2014
Q2 | $530K | Hold |
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|
2014
Q1 | $509K | Hold |
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|
2013
Q4 | $493K | Hold |
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|
2013
Q3 | $477K | Sell |
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|
2013
Q2 | $516K | Buy |
|