Wealthcare Capital Management’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-164	Closed	-$16K	–	235
2021 Q1	$16K	Buy	+164	New	+$16K	﹤0.01%	235
2020 Q2	–	Sell	-99	Closed	-$8K	–	102
2020 Q1	$8K	Sell	99 -50	-34%	-$4.04K	﹤0.01%	154
2019 Q4	$14K	Buy	149 +50	+51%	+$4.7K	﹤0.01%	164
2019 Q3	$9K	Hold	99	–	–	﹤0.01%	159
2019 Q2	$9K	Hold	99	–	–	﹤0.01%	154
2019 Q1	$9K	Hold	99	–	–	﹤0.01%	160
2018 Q4	$9K	Hold	99	–	–	﹤0.01%	154
2018 Q3	$8K	Sell	99 -15	-13%	-$1.21K	﹤0.01%	159
2018 Q2	$9K	Hold	114	–	–	﹤0.01%	151
2018 Q1	$9K	Hold	114	–	–	﹤0.01%	152
2017 Q4	$10K	Hold	114	–	–	﹤0.01%	138
2017 Q3	$10K	Hold	114	–	–	﹤0.01%	130
2017 Q2	$10K	Hold	114	–	–	﹤0.01%	124
2017 Q1	$9K	Hold	114	–	–	﹤0.01%	128
2016 Q4	$9K	Hold	114	–	–	﹤0.01%	126
2016 Q3	$9K	Hold	114	–	–	﹤0.01%	127
2016 Q2	$10K	Hold	114	–	–	﹤0.01%	122
2016 Q1	$9K	Hold	114	–	–	﹤0.01%	132
2015 Q4	$8K	Sell	114 -66	-37%	-$4.63K	﹤0.01%	151
2015 Q3	$13K	Hold	180	–	–	﹤0.01%	146
2015 Q2	$13K	Sell	180 -950	-84%	-$68.6K	﹤0.01%	183
2015 Q1	$87K	Buy	1,130 +950	+528%	+$73.1K	0.01%	171
2014 Q4	$15K	Sell	180 -819	-82%	-$68.3K	﹤0.01%	119
2014 Q3	$75K	Hold	999	–	–	0.01%	72
2014 Q2	$74K	Hold	999	–	–	0.01%	67
2014 Q1	$71K	Sell	999 -1,285	-56%	-$91.3K	0.01%	68
2013 Q4	$158K	Buy	2,284 +1,285	+129%	+$88.9K	0.03%	27
2013 Q3	$67K	Hold	999	–	–	0.01%	33
2013 Q2	$67K	Buy	+999	New	+$67K	0.01%	34