Cynosure Advisors’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q3
Sell
-5,443
Closed -$430K 74
2018
Q2
$430K Hold
5,443
0.12% 127
2018
Q1
$422K Sell
5,443
-6,742
-55% -$523K 0.11% 114
2017
Q4
$1.03M Buy
+12,185
New +$1.03M 0.24% 43