Genesis Wealth Advisors’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-1,559
Closed -$120K 508
2015
Q1
$120K Buy
1,559
+104
+7% +$7.99K 0.1% 98
2014
Q4
$115K Buy
+1,455
New +$115K 0.09% 116