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LWM Advisory Services’s Duke Energy DUK Stock Holding History

LWM Advisory Services’s Portfolio DUK Stock Details DUK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,528
Closed -$270K – 119
2022
Q2 		$270K Buy
+2,528
New +$270K 0.32% 88