Taylor Wealth Management Partners’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-83	Closed	-$7K	–	69
2018 Q4	$7K	Hold	83	–	–	﹤0.01%	95
2018 Q3	$7K	Hold	83	–	–	﹤0.01%	110
2018 Q2	$7K	Hold	83	–	–	﹤0.01%	118
2018 Q1	$6K	Hold	83	–	–	﹤0.01%	115
2017 Q4	$7K	Sell	83 -450	-84%	-$39.3K	﹤0.01%	134
2017 Q3	$45K	Hold	533	–	–	0.02%	100
2017 Q2	$45K	Hold	533	–	–	0.02%	102
2017 Q1	$44K	Hold	533	–	–	0.02%	106
2016 Q4	$41K	Hold	533	–	–	0.02%	103
2016 Q3	$43K	Hold	533	–	–	0.02%	94
2016 Q2	$46K	Hold	533	–	–	0.02%	92
2016 Q1	$43K	Buy	533 +450	+542%	+$34.1K	0.02%	87
2015 Q4	$6K	Hold	83	–	–	﹤0.01%	121
2015 Q3	$6K	Sell	83 -333	-80%	-$24.1K	﹤0.01%	132
2015 Q2	$29K	Sell	416 -452	-52%	-$34.2K	0.01%	113
2015 Q1	$67K	Buy	+868	New	+$70.5K	0.02%	73