MinichMacGregor Wealth Management’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-490	Closed	-$50.5K	–	238
2022 Q4	$50.5K	Buy	+490	New	+$47K	0.02%	179
2019 Q1	–	Sell	-15,918	Closed	-$1.34M	–	68
2018 Q4	$1.34M	Buy	15,918 +15,287	+2,423%	+$1.3M	0.91%	42
2018 Q3	$50K	Sell	631 -7	-1%	-$566	0.03%	122
2018 Q2	$50K	Hold	638	–	–	0.04%	115
2018 Q1	$49K	Sell	638 -1	-0.2%	-$77	0.04%	113
2017 Q4	$53K	Buy	639 +1	+0.2%	+$87	0.04%	110
2017 Q3	$53K	Hold	638	–	–	0.04%	100
2017 Q2	$53K	Sell	638 -140	-18%	-$11.8K	0.05%	100
2017 Q1	$63K	Sell	778 -1	-0.1%	-$79	0.06%	87
2016 Q4	$60K	Hold	779	–	–	0.06%	92
2016 Q3	$62K	Hold	779	–	–	0.06%	97
2016 Q2	$66K	Buy	779 +4	+0.5%	+$320	0.06%	90
2016 Q1	$62K	Buy	775 +130	+20%	+$9.84K	0.06%	90
2015 Q4	$48K	Buy	+645	New	+$45.3K	0.04%	105