Strait & Sound 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
2023
Q3
Sell
-2,600
Closed -$233K 132
2023
Q2
$233K Sell
2,600
-21
-0.8% -$1.89K 0.23% 96
2023
Q1
$253K Buy
2,621
+17
+0.7% +$1.64K 0.25% 94
2022
Q4
$271K Buy
+2,604
New +$271K 0.3% 81