Measured Wealth Private Client Group’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	-2,705	Closed	-$216K	–	259
2018 Q3	$216K	Hold	2,705	–	–	0.13%	138
2018 Q2	$213K	Buy	+2,705	New	+$213K	0.17%	132
2017 Q3	$445K	Buy	+5,308	New	+$445K	0.61%	30