Bogart Wealth LLC
DRE

Bogart Wealth LLC’s Duke Realty Corp. DRE Stock Holding History

Bogart Wealth LLC’s Portfolio DRE Stock Details DRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-16
Closed -$1K – 1245
2022
Q3 		$1K Buy
+16
New +$937 ﹤0.01% 978

Other funds holding DRE

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Bogart Wealth LLC's DRE Position: Q4 2022 in Review

Bogart Wealth LLC sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 16 shares — an estimated $1K sold.

Bogart Wealth LLC first reported a position in DRE in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Bogart Wealth LLC reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 16 Duke Realty Corp. shares in Q4 2022, an estimated $1K.
  • Bogart Wealth LLC first reported a position in Duke Realty Corp. in Q3 2022 and held it in 1 quarter.
  • Bogart Wealth LLC's Duke Realty Corp. position peaked at $1K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Bogart Wealth LLC's 13F filing for Q4 2022, filed 6 Feb 2023.