Trinity Legacy Partners’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,501	Closed	-$499K	–	73
2019 Q4	$499K	Buy	5,501 +937	+21%	+$85K	0.23%	52
2019 Q3	$434K	Buy	4,564 +609	+15%	+$57.9K	0.21%	41
2019 Q2	$355K	Buy	+3,955	New	+$355K	0.24%	38