Strategic Wealth Management 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 Q2	$255K	Buy	2,580 +2	+0.1%	+$198	0.09%	107
2021 Q1	$249K	Buy	2,578 +321	+14%	+$31K	0.1%	118
2020 Q4	$207K	Sell	2,257 -20	-0.9%	-$1.83K	0.09%	122
2020 Q3	$202K	Buy	+2,277	New	+$202K	0.1%	112