FGAM
DRE

Financial Gravity Asset Management’s Duke Realty Corp. DRE Stock Holding History

Financial Gravity Asset Management’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
-864
Closed -$2.15K – 1566
2022
Q3 		$2.15K Buy
+864
New +$50.6K 0.07% 277
2020
Q2 		– Sell
-6
Closed -$182 – 1014
2020
Q1 		$182 Buy
6
+5
+500% +$171 ﹤0.01% 762
2019
Q4 		$35K Sell
1
-4
-80% -$138 0.02% 803
2019
Q3 		$0 Sell
5
-76
-94% -$2.52K ﹤0.01% 1683
2019
Q2 		$3K Sell
81
-194
-71% -$5.99K ﹤0.01% 847
2019
Q1 		$8K Buy
+275
New +$8.04K 0.01% 612
2018
Q3 		$4K Sell
140
-11
-7% -$315 ﹤0.01% 814
2018
Q2 		$4K Sell
151
-1,337
-90% -$36.9K ﹤0.01% 856
2018
Q1 		$41K Buy
+1,488
New +$38.3K 0.04% 364

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