Level Four Financial’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$325K	Buy	3,329 +137	+4%	+$13.4K	0.14%	190
2021 Q2	$315K	Buy	3,192 +4	+0.1%	+$395	0.13%	210
2021 Q1	$308K	Buy	3,188 +264	+9%	+$25.5K	0.14%	194
2020 Q4	$268K	Buy	+2,924	New	+$268K	0.12%	227