Meridian Wealth Advisors’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-2,256
Closed -$200K 181
2020
Q3
$200K Buy
+2,256
New +$200K 0.09% 154
2019
Q1
Sell
-1,147
Closed -$99K 200
2018
Q4
$99K Buy
+1,147
New +$99K 0.08% 174