Compass Financial Advisors’s Duke Energy DUK Stock Holding History

Compass Financial Advisors’s Portfolio DUK Stock Details DUK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$664K	Buy
2022 Q4	$705K	Buy
2022 Q3	$616K	Buy
2022 Q2	$705K	Hold
2022 Q1	$734K	Buy
2021 Q4	$645K	Buy