OneDigital Investment Advisors’s Duke Energy Corporation 5.125% Junior Subordinated Debentures due January 15, 2073 DUKH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,245
Closed -$30K 1314
2018
Q3
$30K Buy
1,245
+765
+159% +$18.4K 0.01% 541
2018
Q2
$12K Hold
480
﹤0.01% 1002
2018
Q1
$12K Buy
+480
New +$12K ﹤0.01% 997