Carson Wealth (CWM LLC)’s Duke Realty Corp. DRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,854
| Closed | -$330K | – | 4398 |
|
|
2022
Q3 | $330K | Buy |
6,854
+2,793
| +69% | +$134K | ﹤0.01% | 880 |
|
|
2022
Q2 | $223K | Buy |
4,061
+891
| +28% | +$48.9K | ﹤0.01% | 1008 |
|
|
2022
Q1 | $184K | Buy |
3,170
+1,360
| +75% | +$78.9K | ﹤0.01% | 1067 |
|
|
2021
Q4 | $119K | Buy |
+1,810
| New | +$119K | ﹤0.01% | 1225 |
|
|
2021
Q2 | $37K | Hold |
788
| – | – | ﹤0.01% | 1532 |
|
|
2021
Q1 | $37K | Hold |
788
| – | – | ﹤0.01% | 1532 |
|
|
2020
Q4 | $37K | Hold |
788
| – | – | ﹤0.01% | 1532 |
|
|
2020
Q3 | $37K | Hold |
788
| – | – | ﹤0.01% | 1532 |
|
|
2020
Q2 | $37K | Hold |
788
| – | – | ﹤0.01% | 1532 |
|
|
2020
Q1 | $37K | Hold |
788
| – | – | ﹤0.01% | 1532 |
|
|
2019
Q4 | $37K | Hold |
788
| – | – | ﹤0.01% | 1532 |
|
|
2019
Q3 | $37K | Hold |
788
| – | – | ﹤0.01% | 1532 |
|
|
2019
Q2 | $37K | Hold |
788
| – | – | ﹤0.01% | 1532 |
|
|
2019
Q1 | $37K | Buy |
788
+488
| +163% | +$22.9K | ﹤0.01% | 1532 |
|
|
2018
Q4 | $8K | Sell |
300
-29
| -9% | -$773 | ﹤0.01% | 1422 |
|
|
2018
Q3 | $9K | Buy |
329
+9
| +3% | +$246 | ﹤0.01% | 1202 |
|
|
2018
Q2 | $9K | Buy |
320
+20
| +7% | +$563 | ﹤0.01% | 1044 |
|
|
2018
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 910 |
|
|
2017
Q4 | $8K | Sell |
300
-102
| -25% | -$2.72K | ﹤0.01% | 954 |
|
|
2017
Q3 | $12K | Buy |
402
+102
| +34% | +$3.05K | ﹤0.01% | 853 |
|
|
2017
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 824 |
|
|
2017
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 806 |
|
|
2016
Q4 | $8K | Sell |
300
-30
| -9% | -$800 | ﹤0.01% | 778 |
|
|
2016
Q3 | $9K | Buy |
+330
| New | +$9K | ﹤0.01% | 728 |
|