Kaizen Advisory’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
$166K Buy
1,926
+386
+25% +$33.3K 0.12% 174
2018
Q3
$123K Hold
1,540
0.06% 204
2018
Q2
$122K Buy
1,540
+858
+126% +$68K 0.06% 204
2018
Q1
$53K Hold
682
0.05% 193
2017
Q4
$57K Buy
+682
New +$57K 0.03% 179