IAG Wealth Partners’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$35.4K	Hold	300	–	–	﹤0.01%	226
2025 Q1	$36.6K	Sell	300 -74	-20%	-$9.03K	0.01%	222
2024 Q4	$40.3K	Buy	+374	New	+$40.3K	0.01%	207
2022 Q2	–	Sell	-16	Closed	-$2K	–	444
2022 Q1	$2K	Buy	+16	New	+$2K	﹤0.01%	397