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Beacon Pointe Wealth Advisors’s Duke Energy DUK Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,214
Closed -$200K – 267
2019
Q1 		$200K Buy
+2,214
New +$200K 0.05% 251