SageGuard Financial Group’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	-97,765	Closed	-$9.65M	–	52
2021 Q2	$9.65M	Sell	97,765 -24,892	-20%	-$2.46M	4.38%	5
2021 Q1	$11.8M	Sell	122,657 -42,181	-26%	-$4.07M	5.51%	2
2020 Q4	$15.1M	Buy	+164,838	New	+$15.1M	7.27%	2