Aevitas Wealth Management’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-704	Closed	-$63K	–	162
2019 Q1	$63K	Buy	704 +2	+0.3%	+$179	0.06%	172
2018 Q4	$61K	Buy	702 +2	+0.3%	+$174	0.06%	163
2018 Q3	$56K	Buy	700 +200	+40%	+$16K	0.05%	188
2018 Q2	$40K	Buy	+500	New	+$40K	0.04%	217