Tandem Investment Advisors’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,059	Closed	-$201K	–	84
2021 Q3	$201K	Sell	2,059 -235	-10%	-$22.9K	0.02%	76
2021 Q2	$226K	Buy	+2,294	New	+$226K	0.02%	68
2020 Q1	–	Sell	-3,379	Closed	-$308K	–	65
2019 Q4	$308K	Buy	+3,379	New	+$308K	0.05%	54