W.H. Cornerstone Investments’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,777
Closed -$268K 124
2023
Q1
$268K Sell
2,777
-135
-5% -$13K 0.24% 101
2022
Q4
$306K Sell
2,912
-629
-18% -$66K 0.29% 84
2022
Q3
$317K Buy
+3,541
New +$317K 0.33% 79