BKS Advisors’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-3,252	Closed	-$252K	–	202
2016 Q4	$252K	Sell	3,252 -100	-3%	-$7.75K	0.12%	152
2016 Q3	$268K	Buy	3,352 +1,000	+43%	+$80K	0.12%	139
2016 Q2	$202K	Buy	+2,352	New	+$202K	0.1%	167