Sound View Wealth Advisors’s Duke Energy DUK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q1
$1.55M Buy
17,173
+705
+4% +$63.5K 0.48% 63
2018
Q4
$1.42M Buy
+16,468
New +$1.42M 0.52% 57