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Engrave Wealth Partners’s Duke Energy DUK Stock Holding History

Engrave Wealth Partners’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-254
Closed -$20K – 160
2020
Q2 		$20K Hold
254
– – 0.02% 181
2020
Q1 		$20K Hold
254
– – 0.02% 153
2019
Q4 		$23K Buy
+254
New +$23K 0.02% 197