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Bordeaux Wealth Advisors’s Duke Energy DUK Stock Holding History

Bordeaux Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,666
Closed -$263K – 70
2021
Q2 		$263K Hold
2,666
– – 0.15% 66
2021
Q1 		$257K Hold
2,666
– – 0.18% 58
2020
Q4 		$244K Buy
+2,666
New +$244K 0.18% 56