Innovis Asset 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 Q3	$237K	Buy	2,684 +42	+2%	+$3.71K	0.09%	129
2023 Q2	$237K	Sell	2,642 -37	-1%	-$3.32K	0.09%	141
2023 Q1	$258K	Buy	2,679 +136	+5%	+$13.1K	0.1%	128
2022 Q4	$262K	Buy	+2,543	New	+$262K	0.12%	117