Advocacy Wealth Management Services’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-312	Closed	-$31K	–	182
2021 Q2	$31K	Buy	+312	New	+$31.3K	0.01%	87
2019 Q1	–	Sell	-266	Closed	-$23K	–	145
2018 Q4	$23K	Hold	266	–	–	0.02%	79
2018 Q3	$21K	Hold	266	–	–	0.01%	87
2018 Q2	$21K	Hold	266	–	–	0.01%	82
2018 Q1	$21K	Hold	266	–	–	0.01%	84
2017 Q4	$22K	Hold	266	–	–	0.02%	100
2017 Q3	$22K	Sell	266 -200	-43%	-$17.1K	0.01%	126
2017 Q2	$39K	Hold	466	–	–	0.01%	86
2017 Q1	$38K	Hold	466	–	–	0.01%	92
2016 Q4	$36K	Hold	466	–	–	0.01%	94
2016 Q3	$37K	Hold	466	–	–	0.01%	141
2016 Q2	$40K	Sell	466 -732	-61%	-$58.5K	0.02%	171
2016 Q1	$97K	Sell	1,198 -866	-42%	-$65.5K	0.07%	128
2015 Q4	$145K	Buy	+2,064	New	+$145K	0.16%	98
2013 Q3	$56K	Buy	798 +566	+244%	+$38.6K	0.15%	102
2013 Q2	$16K	Buy	+232	New	+$16.4K	0.06%	159