Creative Planning’s Duke Realty Corp. DRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-34,684
| Closed | -$1.67M | – | 2519 |
|
|
2022
Q3 | $1.67M | Buy |
34,684
+3,405
| +11% | +$164K | ﹤0.01% | 753 |
|
|
2022
Q2 | $1.72M | Buy |
31,279
+3,039
| +11% | +$167K | ﹤0.01% | 766 |
|
|
2022
Q1 | $1.64M | Buy |
28,240
+2,783
| +11% | +$162K | ﹤0.01% | 783 |
|
|
2021
Q4 | $1.67M | Buy |
25,457
+4,623
| +22% | +$303K | ﹤0.01% | 747 |
|
|
2021
Q3 | $997K | Buy |
20,834
+2,698
| +15% | +$129K | ﹤0.01% | 955 |
|
|
2021
Q2 | $859K | Sell |
18,136
-3,988
| -18% | -$189K | ﹤0.01% | 1006 |
|
|
2021
Q1 | $928K | Sell |
22,124
-1,649
| -7% | -$69.2K | ﹤0.01% | 1056 |
|
|
2020
Q4 | $950K | Buy |
23,773
+974
| +4% | +$38.9K | ﹤0.01% | 969 |
|
|
2020
Q3 | $841K | Buy |
22,799
+2,261
| +11% | +$83.4K | ﹤0.01% | 867 |
|
|
2020
Q2 | $727K | Sell |
20,538
-169
| -0.8% | -$5.98K | ﹤0.01% | 860 |
|
|
2020
Q1 | $671K | Buy |
20,707
+3,523
| +21% | +$114K | ﹤0.01% | 805 |
|
|
2019
Q4 | $596K | Buy |
17,184
+50
| +0.3% | +$1.73K | ﹤0.01% | 1013 |
|
|
2019
Q3 | $582K | Buy |
17,134
+117
| +0.7% | +$3.97K | ﹤0.01% | 979 |
|
|
2019
Q2 | $538K | Sell |
17,017
-86
| -0.5% | -$2.72K | ﹤0.01% | 1033 |
|
|
2019
Q1 | $523K | Buy |
17,103
+722
| +4% | +$22.1K | ﹤0.01% | 998 |
|
|
2018
Q4 | $424K | Sell |
16,381
-84
| -0.5% | -$2.17K | ﹤0.01% | 1037 |
|
|
2018
Q3 | $467K | Buy |
16,465
+608
| +4% | +$17.2K | ﹤0.01% | 1108 |
|
|
2018
Q2 | $460K | Buy |
15,857
+65
| +0.4% | +$1.89K | ﹤0.01% | 1104 |
|
|
2018
Q1 | $418K | Sell |
15,792
-1,311
| -8% | -$34.7K | ﹤0.01% | 1160 |
|
|
2017
Q4 | $465K | Buy |
17,103
+7,636
| +81% | +$208K | ﹤0.01% | 1116 |
|
|
2017
Q3 | $273K | Buy |
9,467
+1,972
| +26% | +$56.9K | ﹤0.01% | 1374 |
|
|
2017
Q2 | $209K | Buy |
7,495
+362
| +5% | +$10.1K | ﹤0.01% | 1483 |
|
|
2017
Q1 | $187K | Sell |
7,133
-588
| -8% | -$15.4K | ﹤0.01% | 1528 |
|
|
2016
Q4 | $205K | Buy |
7,721
+66
| +0.9% | +$1.75K | ﹤0.01% | 1391 |
|
|
2016
Q3 | $209K | Buy |
7,655
+470
| +7% | +$12.8K | ﹤0.01% | 1374 |
|
|
2016
Q2 | $192K | Buy |
7,185
+1,870
| +35% | +$50K | ﹤0.01% | 1270 |
|
|
2016
Q1 | $120K | Buy |
5,315
+376
| +8% | +$8.49K | ﹤0.01% | 1514 |
|
|
2015
Q4 | $104K | Buy |
4,939
+17
| +0.3% | +$358 | ﹤0.01% | 1594 |
|
|
2015
Q3 | $94K | Buy |
+4,922
| New | +$94K | ﹤0.01% | 1627 |
|
|
2015
Q2 | – | Sell |
-6,077
| Closed | -$132K | – | 3147 |
|
|
2015
Q1 | $132K | Buy |
6,077
+1,609
| +36% | +$34.9K | ﹤0.01% | 1414 |
|
|
2014
Q4 | $90K | Buy |
4,468
+358
| +9% | +$7.21K | ﹤0.01% | 1593 |
|
|
2014
Q3 | $71K | Buy |
4,110
+1,142
| +38% | +$19.7K | ﹤0.01% | 1679 |
|
|
2014
Q2 | $54K | Buy |
2,968
+976
| +49% | +$17.8K | ﹤0.01% | 1816 |
|
|
2014
Q1 | $34K | Sell |
1,992
-207
| -9% | -$3.53K | ﹤0.01% | 2046 |
|
|
2013
Q4 | $33K | Buy |
2,199
+10
| +0.5% | +$150 | ﹤0.01% | 1891 |
|
|
2013
Q3 | $34K | Sell |
2,189
-240
| -10% | -$3.73K | ﹤0.01% | 1761 |
|
|
2013
Q2 | $38K | Buy |
+2,429
| New | +$38K | ﹤0.01% | 1533 |
|