Investmark Advisory Group’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,128	Closed	-$219K	–	102
2022 Q4	$219K	Buy	+2,128	New	+$219K	0.16%	95
2022 Q2	–	Sell	-2,362	Closed	-$263K	–	90
2022 Q1	$263K	Sell	2,362 -92	-4%	-$10.2K	0.27%	71
2021 Q4	$257K	Buy	+2,454	New	+$257K	0.24%	74