Legacy Wealth Planning’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,112	Closed	-$226K	–	88
2022 Q2	$226K	Buy	+2,112	New	+$226K	0.32%	80