Barlow Wealth Partners’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,469	Closed	-$272K	–	142
2024 Q3	$272K	Hold	2,469	–	–	0.04%	125
2024 Q2	$268K	Hold	2,469	–	–	0.04%	124
2024 Q1	$234K	Buy	2,469 +200	+9%	+$19K	0.03%	140
2023 Q4	$220K	Buy	+2,269	New	+$220K	0.03%	139