CLA (CliftonLarsonAllen) Wealth Advisors’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-6,173	Closed	-$602K	–	205
2021 Q3	$602K	Buy	6,173 +598	+11%	+$58.3K	0.02%	201
2021 Q2	$550K	Buy	+5,575	New	+$550K	0.02%	215