Meristem Family Wealth’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	$468K	Sell	4,191 -86	-2%	-$9.6K	0.05%	195
2021 Q4	$449K	Buy	4,277 +13	+0.3%	+$1.37K	0.04%	240
2021 Q3	$416K	Buy	4,264 +214	+5%	+$20.9K	0.04%	250
2021 Q2	$400K	Buy	+4,050	New	+$400K	0.06%	198