Power Wealth Management’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-2,325
Closed -$225K 101
2024
Q1
$225K Sell
2,325
-527
-18% -$51K 0.14% 88
2023
Q4
$277K Buy
+2,852
New +$277K 0.19% 75