GM Advisory Group’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-2,353
Closed -$227K 207
2021
Q1
$227K Hold
2,353
0.03% 179
2020
Q4
$215K Hold
2,353
0.03% 161
2020
Q3
$208K Sell
2,353
-346
-13% -$30.6K 0.03% 152
2020
Q2
$216K Buy
+2,699
New +$216K 0.04% 155