CWP
DRE
Concord Wealth Partners’s Duke Realty Corp. DRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-252
| Closed | -$14K | – | 1273 |
|
|
2022
Q2 | $14K | Hold |
252
| – | – | ﹤0.01% | 626 |
|
|
2022
Q1 | $15K | Hold |
252
| – | – | ﹤0.01% | 695 |
|
|
2021
Q4 | $17K | Buy |
252
+108
| +75% | +$7.29K | ﹤0.01% | 687 |
|
|
2021
Q3 | $7K | Sell |
144
-108
| -43% | -$5.25K | ﹤0.01% | 542 |
|
|
2021
Q2 | $12K | Buy |
252
+138
| +121% | +$6.57K | ﹤0.01% | 605 |
|
|
2021
Q1 | $5K | Buy |
+114
| New | +$5K | ﹤0.01% | 690 |
|