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Fermata Advisors’s Duke Energy DUK Stock Holding History

Fermata Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,162
Closed -$210K – 217
2023
Q4 		$210K Buy
+2,162
New +$210K 0.05% 173