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Transaction Details

Company: Duke Energy
Ticker:duk
Yahoo Beta:-0.04
Industry:Electric Utilities

Company Description:  Duke Energy is an energy and energy service provider that offers both physical delivery and management of electricity and natural gas throughout the world.

Purchase Date:28 Jan 1999 Sale Date:09 Mar 1999
Purchase Price:$61.75 Sale Price:$58.25
  --Split Adjusted:$61.75  --Split Adjusted:$58.25
Shares Purchased:100 Shares Sold:100
  --Split Adjusted:100  --Split Adjusted:100
Transaction Fee:$79.20 Transaction Fee:$79.40
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$67.36 High$59.97
Date08 Oct 1998 Date14 Apr 1999
Low$53.92 Low$50.58
Date31 Jul 1998 Date27 May 1999
S&P (Purchase Date):$1,265.37 S&P (Sale Date):$1,275.11

Purchase
Timing:  Bought when it was between a six-month high and low
Reason:  Felt that Duke was a leader in the utilities industry and had strong potential for growth.

Sale
Timing:  Stock went down in months after sale.
Reason:  Felt that the stock was on a steady decline.

S&P Gain: 0.77 % Annualized Gain: 7.25%
Stock Gain: -5.67 % Annualized Gain: -41.29%

Dividends:$55.00
Net Holding Return ($): $-453.60
Net Holding Return (%): -7.25 %