McClarren Financial Advisors’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-87
Closed -$8K 369
2023
Q4
$8K Buy
+87
New +$8K 0.01% 279
2023
Q1
Hold
0
365
2022
Q4
Hold
0
371