Acorn Wealth Advisors’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-1,872
Closed -$149K 188
2018
Q2
$149K Hold
1,872
0.13% 132
2018
Q1
$151K Buy
1,872
+414
+28% +$33.4K 0.13% 131
2017
Q4
$120K Buy
+1,458
New +$120K 0.11% 150