DFPG Investments’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$374K	Sell	3,788 -238	-6%	-$23.5K	0.03%	469
2023 Q3	$354K	Sell	4,026 -3,468	-46%	-$305K	0.03%	436
2023 Q2	$687K	Buy	7,494 +5,197	+226%	+$476K	0.06%	309
2023 Q1	$222K	Buy	+2,297	New	+$222K	0.02%	486