Capasso Planning 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	-1,837	Closed	-$212K	–	108
2024 Q3	$212K	Sell	1,837 -247	-12%	-$28.5K	0.06%	143
2024 Q2	$209K	Buy	+2,084	New	+$209K	0.07%	139