Elm 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 Q1	–	Sell	-156	Closed	-$14K	–	131
2020 Q4	$14K	Buy	+156	New	+$14K	0.01%	225
2018 Q4	–	Sell	-156	Closed	-$12K	–	124
2018 Q3	$12K	Buy	+156	New	+$12K	0.01%	247