Institute for Wealth Management’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,461	Closed	-$217K	–	433
2019 Q2	$217K	Buy	2,461 +225	+10%	+$19.8K	0.05%	417
2019 Q1	$201K	Buy	+2,236	New	+$201K	0.04%	414
2013 Q3	–	Sell	-66	Closed	-$4K	–	80
2013 Q2	$4K	Buy	+66	New	+$4K	﹤0.01%	101