Winslow Evans & Crocker’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
Q4 | $501K | Buy |
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|
2020
Q3 | $91K | Sell |
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|
2020
Q2 | $94K | Sell |
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|
2020
Q1 | $98K | Sell |
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|
2019
Q4 | $158K | Sell |
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|
2019
Q3 | $176K | Sell |
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|
2019
Q2 | $178K | Sell |
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|
2019
Q1 | $206K | Buy |
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|
2018
Q4 | $174K | Hold |
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|
2018
Q3 | $162K | Sell |
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|
2018
Q2 | $164K | Sell |
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|
2018
Q1 | $161K | Sell |
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|
2017
Q4 | $180K | Hold |
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|
2017
Q3 | $180K | Sell |
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|
2017
Q2 | $349K | Buy |
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|
2017
Q1 | $333K | Hold |
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|
2016
Q4 | $315K | Sell |
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|
2016
Q3 | $343K | Sell |
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|
2016
Q2 | $376K | Buy |
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|
2016
Q1 | $348K | Buy |
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|
2015
Q4 | $301K | Buy |
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|
2015
Q3 | $301K | Sell |
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|
2015
Q2 | $328K | Buy |
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|
2015
Q1 | $354K | Sell |
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|
2014
Q4 | $392K | Sell |
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|
2014
Q3 | $352K | Buy |
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|
2014
Q2 | $325K | Sell |
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|
2014
Q1 | $318K | Sell |
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|
2013
Q4 | $319K | Buy |
|