Apriem Advisors’s Duke Realty Corp. DRE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-2,000
| Closed | -$53K | – | 658 |
|
2016
Q2 | $53K | Sell |
2,000
-1,500
| -43% | -$39.8K | 0.02% | 221 |
|
2016
Q1 | $79K | Hold |
3,500
| – | – | 0.03% | 155 |
|
2015
Q4 | $74K | Hold |
3,500
| – | – | 0.03% | 165 |
|
2015
Q3 | $67K | Hold |
3,500
| – | – | 0.02% | 174 |
|
2015
Q2 | $65K | Hold |
3,500
| – | – | 0.02% | 183 |
|
2015
Q1 | $76K | Hold |
3,500
| – | – | 0.03% | 168 |
|
2014
Q4 | $71K | Sell |
3,500
-300
| -8% | -$6.09K | 0.03% | 159 |
|
2014
Q3 | $65K | Hold |
3,800
| – | – | 0.02% | 178 |
|
2014
Q2 | $69K | Hold |
3,800
| – | – | 0.03% | 172 |
|
2014
Q1 | $64K | Hold |
3,800
| – | – | 0.02% | 191 |
|
2013
Q4 | $57K | Buy |
3,800
+500
| +15% | +$7.5K | 0.02% | 193 |
|
2013
Q3 | $51K | Buy |
3,300
+500
| +18% | +$7.73K | 0.02% | 201 |
|
2013
Q2 | $44K | Buy |
+2,800
| New | +$44K | 0.02% | 203 |
|