Lumature Wealth Partners’s Duke Energy DUK Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$287K	Buy
2023 Q1	$215K	Buy
2022 Q4	$226K	Hold
2022 Q3	$204K	Hold
2022 Q2	$235K	Hold
2022 Q1	$245K	Hold
2021 Q4	$230K	Hold
2021 Q3	$214K	Hold
2021 Q2	$217K	Hold
2021 Q1	$212K	Buy