YorkBridge Wealth Partners’s Duke Energy DUK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,815
| Closed | -$160K | – | 294 |
|
|
2019
Q2 | $160K | Hold |
1,815
| – | – | 0.07% | 209 |
|
|
2019
Q1 | $163K | Hold |
1,815
| – | – | 0.08% | 189 |
|
|
2018
Q4 | $157K | Hold |
1,815
| – | – | 0.08% | 177 |
|
|
2018
Q3 | $144K | Buy |
1,815
+1
| +0.1% | +$79 | 0.07% | 220 |
|
|
2018
Q2 | $143K | Sell |
1,814
-225
| -11% | -$17.7K | 0.06% | 225 |
|
|
2018
Q1 | $155K | Buy |
2,039
+1
| +0% | +$76 | 0.07% | 210 |
|
|
2017
Q4 | $155K | Sell |
2,038
-295
| -13% | -$22.4K | 0.07% | 211 |
|
|
2017
Q3 | $196K | Sell |
2,333
-286
| -11% | -$24K | 0.1% | 174 |
|
|
2017
Q2 | $218K | Sell |
2,619
-50
| -2% | -$4.16K | 0.12% | 164 |
|
|
2017
Q1 | $220K | Sell |
2,669
-615
| -19% | -$50.7K | 0.12% | 161 |
|
|
2016
Q4 | $244K | Buy |
+3,284
| New | +$244K | 0.14% | 135 |
|