Wood Asset Management’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $3.13M | Sell |
40,722
-604
| -1% | -$46.4K | 3.14% | 13 |
|
|
2014
Q4 | $3.45M | Buy |
41,326
+18,153
| +78% | +$1.52M | 3.17% | 10 |
|
|
2014
Q3 | $1.73M | Sell |
23,173
-1,171
| -5% | -$87.6K | 0.64% | 44 |
|
|
2014
Q2 | $1.81M | Sell |
24,344
-24,834
| -50% | -$1.84M | 0.61% | 50 |
|
|
2014
Q1 | $3.5M | Sell |
49,178
-6,344
| -11% | -$452K | 1.12% | 42 |
|
|
2013
Q4 | $3.83M | Sell |
55,522
-4,257
| -7% | -$294K | 1.1% | 45 |
|
|
2013
Q3 | $3.99M | Sell |
59,779
-6,992
| -10% | -$467K | 1.14% | 45 |
|
|
2013
Q2 | $4.51M | Buy |
+66,771
| New | +$4.51M | 1.2% | 41 |
|