Impact Partnership Wealth’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-276	Closed	-$26.7K	–	337
2024 Q1	$26.7K	Sell	276 -156	-36%	-$15.1K	0.01%	365
2023 Q4	$41.9K	Sell	432 -1,290	-75%	-$125K	0.02%	355
2023 Q3	$152K	Buy	1,722 +1,410	+452%	+$124K	0.05%	224
2023 Q2	$28K	Buy	+312	New	+$28K	0.01%	305