Paradigm Strategies in Wealth Management’s Duke Energy DUK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
-1,583
Closed -$156K 94
2021
Q2
$156K Hold
1,583
0.14% 53
2021
Q1
$153K Buy
+1,583
New +$153K 0.15% 52