Wilson Kemp & Associates’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $306K | Sell |
4,093
-2,998
| -42% | -$224K | 2.79% | 16 |
|
|
2014
Q2 | $526K | Sell |
7,091
-747
| -10% | -$55.4K | 1.89% | 19 |
|
|
2014
Q1 | $558K | Sell |
7,838
-2,643
| -25% | -$188K | 1.45% | 26 |
|
|
2013
Q4 | $723K | Sell |
10,481
-2,675
| -20% | -$185K | 1.39% | 25 |
|
|
2013
Q3 | $879K | Sell |
13,156
-10,560
| -45% | -$706K | 1.94% | 16 |
|
|
2013
Q2 | $1.6M | Buy |
+23,716
| New | +$1.6M | 1.53% | 19 |
|