Assured Investment 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	-20,781	Closed	-$1.87M	–	254
2019 Q1	$1.87M	Buy	20,781 +18,652	+876%	+$1.68M	0.02%	269
2018 Q4	$184K	Buy	+2,129	New	+$184K	0.01%	876
2015 Q2	–	Sell	-3,158	Closed	-$242K	–	628
2015 Q1	$242K	Buy	+3,158	New	+$242K	﹤0.01%	353