Clifford Swan Investment Counsel’s Duke Realty Corp. DRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-16,622
| Closed | -$525K | – | 318 |
|
|
2019
Q2 | $525K | Hold |
16,622
| – | – | 0.03% | 202 |
|
|
2019
Q1 | $508K | Hold |
16,622
| – | – | 0.03% | 207 |
|
|
2018
Q4 | $431K | Hold |
16,622
| – | – | 0.03% | 211 |
|
|
2018
Q3 | $472K | Hold |
16,622
| – | – | 0.02% | 211 |
|
|
2018
Q2 | $483K | Hold |
16,622
| – | – | 0.03% | 207 |
|
|
2018
Q1 | $440K | Hold |
16,622
| – | – | 0.02% | 216 |
|
|
2017
Q4 | $452K | Hold |
16,622
| – | – | 0.02% | 220 |
|
|
2017
Q3 | $479K | Hold |
16,622
| – | – | 0.03% | 211 |
|
|
2017
Q2 | $465K | Hold |
16,622
| – | – | 0.03% | 221 |
|
|
2017
Q1 | $437K | Hold |
16,622
| – | – | 0.03% | 213 |
|
|
2016
Q4 | $441K | Hold |
16,622
| – | – | 0.03% | 206 |
|
|
2016
Q3 | $454K | Buy |
+16,622
| New | +$454K | 0.03% | 201 |
|