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IVC Wealth Advisors’s Duke Energy DUK Stock Holding History

IVC Wealth Advisors’s Portfolio DUK Stock Details DUK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,774
Closed -$205K – 156
2024
Q3 		$205K Buy
+1,774
New +$205K 0.11% 158