Milestone Investment Advisors’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-42	Closed	-$3.71K	–	216
2023 Q3	$3.71K	Buy	+42	New	+$3.71K	﹤0.01%	338
2023 Q2	–	Sell	-42	Closed	-$4.05K	–	211
2023 Q1	$4.05K	Buy	+42	New	+$4.05K	﹤0.01%	335