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Grey Fox Wealth Advisors’s Duke Energy DUK Stock Holding History

Grey Fox Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-855
Closed -$82.5K – 216
2023
Q1 		$82.5K Buy
855
+118
+16% +$11.4K 0.05% 153
2022
Q4 		$75.9K Buy
+737
New +$75.9K 0.05% 144