Avitas Wealth Management’s Duke Realty Corp. DRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-59,283
| Closed | -$2.86M | – | 208 |
|
|
2022
Q3 | $2.86M | Buy |
59,283
+468
| +0.8% | +$22.6K | 0.65% | 42 |
|
|
2022
Q2 | $3.23M | Buy |
58,815
+793
| +1% | +$43.6K | 0.71% | 40 |
|
|
2022
Q1 | $3.37M | Sell |
58,022
-29,115
| -33% | -$1.69M | 0.61% | 52 |
|
|
2021
Q4 | $5.72M | Buy |
87,137
+1,623
| +2% | +$107K | 0.96% | 35 |
|
|
2021
Q3 | $4.09M | Buy |
85,514
+18,249
| +27% | +$874K | 0.75% | 50 |
|
|
2021
Q2 | $3.19M | Buy |
+67,265
| New | +$3.19M | 0.57% | 66 |
|