CWA
DRE
CJM Wealth Advisers’s Duke Realty Corp. DRE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-4,254
| Closed | -$205K | – | 58 |
|
2022
Q3 | $205K | Buy |
4,254
+24
| +0.6% | +$1.16K | 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% | +$1.34K | 0.17% | 50 |
|
2021
Q4 | $275K | Buy |
+4,184
| New | +$275K | 0.2% | 47 |
|