CWA
DRE

CJM Wealth Advisers’s Duke Realty Corp. DRE Stock Holding History

CJM Wealth Advisers’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
-4,254
Closed -$205K – 58
2022
Q3 		$205K Buy
4,254
+24
+0.6% +$1.41K 0.15% 49
2022
Q2 		$232K Buy
4,230
+23
+0.5% +$1.26K 0.16% 46
2022
Q1 		$244K Buy
4,207
+23
+0.5% +$1.3K 0.17% 50
2021
Q4 		$275K Buy
+4,184
New +$242K 0.2% 47

Other funds holding DRE

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return