First Trust Direct Indexing’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 |
-6,527
| Closed | -$315K | – | 715 |
|
2022
Q3 | $315K | Buy |
6,527
+697
| +12% | +$33.6K | 0.05% | 454 |
|
2022
Q2 | $320K | Buy |
5,830
+220
| +4% | +$12.1K | 0.04% | 454 |
|
2022
Q1 | $326K | Buy |
5,610
+893
| +19% | +$51.9K | 0.04% | 478 |
|
2021
Q4 | $310K | Hold |
4,717
| – | – | 0.04% | 486 |
|
2021
Q3 | $226K | Buy |
+4,717
| New | +$226K | 0.03% | 556 |
|