Lucia Wealth Services’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	–	Sell	-948	Closed	-$76K	–	186
2018 Q3	$76K	Buy	948 +232	+32%	+$18.6K	0.02%	171
2018 Q2	$57K	Buy	716 +344	+92%	+$27.4K	0.03%	156
2018 Q1	$29K	Buy	+372	New	+$29K	0.01%	160