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Monterey Private Wealth’s Duke Energy DUK Stock Holding History

Monterey Private Wealth’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,454
Closed -$328K – 100
2022
Q3 		$328K Buy
+3,454
New +$328K 0.2% 67