Hefty Wealth Partners’s Duke Energy DUK Stock Holding History

Hefty Wealth Partners’s Portfolio DUK Stock Details DUK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$45K	Sell
2017 Q4	$50K	Hold
2017 Q3	$50K	Buy
2017 Q2	$48K	Hold
2017 Q1	$47K	Hold
2016 Q4	$44K	Hold
2016 Q3	$46K	Hold
2016 Q2	$49K	Hold
2016 Q1	$46K	Hold
2015 Q4	$41K	Buy