Roof Advisory Group’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
$5.52M Buy
62,574
+1,635
+3% +$144K 3.21% 11
2019
Q1
$5.48M Buy
60,939
+1,809
+3% +$163K 3.54% 10
2018
Q4
$5.1M Buy
+59,130
New +$5.1M 3.64% 8