WoodTrust Financial’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-7,674
| Closed | -$662K | – | 74 |
|
|
2018
Q4 | $662K | Sell |
7,674
-29,111
| -79% | -$2.51M | 0.37% | 47 |
|
|
2018
Q3 | $2.94M | Buy |
36,785
+988
| +3% | +$79.1K | 1.42% | 25 |
|
|
2018
Q2 | $2.83M | Buy |
35,797
+2,994
| +9% | +$237K | 1.49% | 25 |
|
|
2018
Q1 | $2.54M | Buy |
32,803
+2,819
| +9% | +$218K | 1.36% | 26 |
|
|
2017
Q4 | $2.52M | Buy |
+29,984
| New | +$2.52M | 1.34% | 27 |
|