Wealthstreet Investment Advisors’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$4K	Hold	38	–	–	0.11%	66
2021 Q4	$4K	Hold	38	–	–	0.1%	66
2021 Q3	$4K	Hold	38	–	–	0.11%	66
2021 Q2	$4K	Sell	38 -16,739	-100%	-$1.68M	0.02%	91
2021 Q1	$1.62M	Sell	16,777 -6	-0%	-$548	0.16%	132
2020 Q4	$1.54M	Buy	16,783 +759	+5%	+$70.2K	0.16%	132
2020 Q3	$1.42M	Buy	16,024 +1,320	+9%	+$109K	0.16%	126
2020 Q2	$1.17M	Buy	14,704 +669	+5%	+$56.5K	0.14%	133
2020 Q1	$1.14M	Buy	14,035 +1,012	+8%	+$93K	0.17%	118
2019 Q4	$1.19M	Sell	13,023 -399	-3%	-$36.6K	0.14%	138
2019 Q3	$1.26M	Buy	13,422 +351	+3%	+$31.9K	0.16%	118
2019 Q2	$1.15M	Buy	13,071 +182	+1%	+$16.1K	0.15%	135
2019 Q1	$1.16M	Buy	12,889 +613	+5%	+$54K	0.15%	132
2018 Q4	$1.05M	Sell	12,276 -520	-4%	-$44.3K	0.15%	133
2018 Q3	$1.02M	Sell	12,796 -100	-0.8%	-$8.09K	0.13%	153
2018 Q2	$1.02M	Sell	12,896 -383	-3%	-$29.5K	0.13%	148
2018 Q1	$1.03M	Buy	13,279 +416	+3%	+$32.2K	0.13%	149
2017 Q4	$1.08M	Buy	+12,863	New	+$1.12M	0.13%	147