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Surevest’s Duke Energy DUK Stock Holding History

Surevest’s Portfolio DUK Stock Details DUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		$3K Hold
34
– – ﹤0.01% 354
2022
Q2 		$4K Hold
34
– – ﹤0.01% 349
2022
Q1 		$4K Hold
34
– – ﹤0.01% 331
2021
Q4 		$4K Buy
+34
New +$4K ﹤0.01% 336