Catalyst Wealth Management’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$703K Buy
7,288
+1,721
+31% +$166K 0.66% 65
2022
Q4
$573K Buy
+5,567
New +$573K 0.54% 67