Whitney & Co’s Duke Energy DUK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-392	Closed	-$33K	–	194
2018 Q3	$33K	Buy	392 +91	+30%	+$7.66K	0.01%	213
2018 Q2	$24K	Hold	301	–	–	0.01%	200
2018 Q1	$23K	Buy	+301	New	+$23K	0.01%	205