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Litman Gregory Wealth Management’s Duke Energy DUK Stock Holding History

Litman Gregory Wealth Management’s Portfolio DUK Stock Details DUK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-41
Closed -$4K – 177
2019
Q4 		$4K Buy
+41
New +$4K ﹤0.01% 181