Ken Stern & Associates’s Duke Energy DUK Stock Holding History

Ken Stern & Associates’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
2018 Q3	$355K	Hold
2018 Q2	$350K	Buy
2018 Q1	$319K	Buy
2017 Q4	$331K	Buy
2017 Q3	$330K	Buy
2017 Q2	$320K	Buy
2017 Q1	$297K	Sell
2016 Q4	$522K	Buy
2016 Q3	$345K	Buy