Graham Capital Wealth Management’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-806
Closed -$778K 66
2023
Q1
$778K Buy
+806
New +$778K 0.11% 81
2022
Q1
Sell
-11,511
Closed -$1.19M 113
2021
Q4
$1.19M Buy
+11,511
New +$1.19M 0.97% 43