PRW 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
2021 Q3	–	Sell	-6,971	Closed	-$688K	–	148
2021 Q2	$688K	Buy	+6,971	New	+$688K	0.2%	128
2019 Q2	–	Sell	-171	Closed	-$16K	–	229
2019 Q1	$16K	Hold	171	–	–	0.01%	240
2018 Q4	$15K	Buy	+171	New	+$15K	0.02%	255