CWM
DRE
Chesapeake Wealth Management’s Duke Realty Corp. DRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,133
| Closed | -$826K | – | 162 |
|
|
2022
Q3 | $826K | Sell |
17,133
-139
| -0.8% | -$6.7K | 0.38% | 70 |
|
|
2022
Q2 | $949K | Sell |
17,272
-617
| -3% | -$33.9K | 0.41% | 66 |
|
|
2022
Q1 | $1.04M | Sell |
17,889
-514
| -3% | -$29.8K | 0.38% | 71 |
|
|
2021
Q4 | $1.21M | Buy |
18,403
+219
| +1% | +$14.4K | 0.41% | 64 |
|
|
2021
Q3 | $871K | Sell |
18,184
-1,736
| -9% | -$83.2K | 0.31% | 83 |
|
|
2021
Q2 | $943K | Sell |
19,920
-410
| -2% | -$19.4K | 0.31% | 82 |
|
|
2021
Q1 | $852K | Buy |
20,330
+4,045
| +25% | +$170K | 0.29% | 88 |
|
|
2020
Q4 | $651K | Buy |
16,285
+985
| +6% | +$39.4K | 0.22% | 107 |
|
|
2020
Q3 | $565K | Buy |
15,300
+1,868
| +14% | +$69K | 0.21% | 110 |
|
|
2020
Q2 | $475K | Buy |
13,432
+5,426
| +68% | +$192K | 0.19% | 120 |
|
|
2020
Q1 | $259K | Buy |
+8,006
| New | +$259K | 0.12% | 155 |
|