Willingdon Wealth Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $711K | Sell |
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|
2019
Q4 | $3.36M | Sell |
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|
2019
Q3 | $3.54M | Buy |
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|
2019
Q2 | $3.25M | Buy |
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|
2019
Q1 | $2.76M | Buy |
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|
2018
Q4 | $2.61M | Sell |
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|
2018
Q3 | $2.52M | Buy |
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|
2018
Q2 | $2.48M | Sell |
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|
2018
Q1 | $2.52M | Sell |
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|
2017
Q4 | $3.41M | Sell |
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|
2017
Q3 | $3.42M | Buy |
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|
2017
Q2 | $3.4M | Buy |
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|
2017
Q1 | $3.26M | Buy |
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|
2016
Q4 | $2.63M | Buy |
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|
2016
Q3 | $458K | Sell |
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|
2016
Q2 | $2.13M | Sell |
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|
2016
Q1 | $3.07M | Sell |
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|
2015
Q4 | $3.33M | Buy |
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|
2015
Q3 | $1.55M | Buy |
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|
2015
Q2 | $1.48M | Sell |
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|
2015
Q1 | $1.79M | Sell |
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|
2014
Q4 | $2.18M | Sell |
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|
2014
Q3 | $2.84M | Buy |
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|
2014
Q2 | $2.5M | Buy |
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|
2014
Q1 | $1.16M | Buy |
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|
2013
Q4 | $1.11M | Buy |
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