Northwest Financial Advisors’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-577	Closed	-$66.6K	–	216
2024 Q3	$66.6K	Buy	+577	New	+$66.6K	0.05%	197
2024 Q1	–	Sell	-643	Closed	-$62.4K	–	196
2023 Q4	$62.4K	Buy	+643	New	+$62.4K	0.05%	186