Windsor Wealth Management’s Duke Energy DUK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q2
Sell
-2,840
Closed -$220K 125
2018
Q1
$220K Buy
2,840
+193
+7% +$15K 0.19% 113
2017
Q4
$223K Buy
+2,647
New +$223K 0.19% 112