CA
DRE
CapWealth Advisors’s Duke Realty Corp. DRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,570
| Closed | -$207K | – | 114 |
|
|
2022
Q1 | $207K | Hold |
3,570
| – | – | 0.02% | 116 |
|
|
2021
Q4 | $234K | Buy |
+3,570
| New | +$234K | 0.02% | 110 |
|
|
2016
Q4 | – | Sell |
-700
| Closed | -$19K | – | 265 |
|
|
2016
Q3 | $19K | Hold |
700
| – | – | ﹤0.01% | 187 |
|
|
2016
Q2 | $19K | Hold |
700
| – | – | ﹤0.01% | 187 |
|
|
2016
Q1 | $16K | Hold |
700
| – | – | ﹤0.01% | 212 |
|
|
2015
Q4 | $15K | Hold |
700
| – | – | ﹤0.01% | 179 |
|
|
2015
Q3 | $13K | Hold |
700
| – | – | ﹤0.01% | 184 |
|
|
2015
Q2 | $13K | Hold |
700
| – | – | ﹤0.01% | 189 |
|
|
2015
Q1 | $15K | Buy |
+700
| New | +$15K | ﹤0.01% | 198 |
|
|
2014
Q4 | – | Sell |
-700
| Closed | -$12K | – | 288 |
|
|
2014
Q3 | $12K | Hold |
700
| – | – | ﹤0.01% | 225 |
|
|
2014
Q2 | $13K | Sell |
700
-351
| -33% | -$6.52K | ﹤0.01% | 228 |
|
|
2014
Q1 | $18K | Hold |
1,051
| – | – | ﹤0.01% | 200 |
|
|
2013
Q4 | $16K | Sell |
1,051
-1,776
| -63% | -$27K | ﹤0.01% | 225 |
|
|
2013
Q3 | $44K | Buy |
2,827
+1,776
| +169% | +$27.6K | 0.01% | 153 |
|
|
2013
Q2 | $16K | Buy |
+1,051
| New | +$16K | ﹤0.01% | 247 |
|