Integrated Wealth Management’s Duke Energy DUK Stock Holding History

Integrated Wealth Management’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
2017 Q1	$665K	Buy
2016 Q4	$610K	Sell
2016 Q3	$635K	Buy
2016 Q2	$602K	Buy
2016 Q1	$375K	Buy
2015 Q4	$246K	Buy
2015 Q3	$184K	Buy
2015 Q2	$149K	Buy
2015 Q1	$139K	Buy