Teamwork Financial Advisors’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,208	Closed	-$311K	–	183
2023 Q4	$311K	Buy	3,208 +623	+24%	+$60.5K	0.05%	141
2023 Q3	$228K	Buy	2,585 +150	+6%	+$13.2K	0.04%	184
2023 Q2	$218K	Buy	+2,435	New	+$218K	0.04%	181