Summit Financial Wealth Advisors’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-749
Closed -$52K 227
2015
Q2
$52K Buy
749
+599
+399% +$41.6K 0.03% 140
2015
Q1
$11K Hold
150
0.01% 196
2014
Q4
$13K Buy
+150
New +$13K 0.01% 194