IFP Advisors’s Duke Realty Corp. DRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,903
| Closed | -$130K | – | 4672 |
|
|
2022
Q4 | $130K | Sell |
3,903
-2,091
| -35% | -$69.6K | ﹤0.01% | 1600 |
|
|
2022
Q3 | $191K | Buy |
5,994
+967
| +19% | +$56.6K | 0.01% | 1438 |
|
|
2022
Q2 | $154K | Hold |
5,027
| – | – | ﹤0.01% | 1440 |
|
|
2022
Q1 | $154K | Buy |
5,027
+4,946
| +6,106% | +$280K | ﹤0.01% | 1440 |
|
|
2021
Q4 | $6K | Hold |
81
| – | – | ﹤0.01% | 2449 |
|
|
2021
Q3 | $5K | Hold |
81
| – | – | ﹤0.01% | 2592 |
|
|
2021
Q2 | $4K | Hold |
81
| – | – | ﹤0.01% | 2590 |
|
|
2021
Q1 | $3K | Hold |
81
| – | – | ﹤0.01% | 2610 |
|
|
2020
Q4 | $3K | Hold |
81
| – | – | ﹤0.01% | 2547 |
|
|
2020
Q3 | $2K | Hold |
81
| – | – | ﹤0.01% | 2544 |
|
|
2020
Q2 | $2K | Hold |
81
| – | – | ﹤0.01% | 2454 |
|
|
2020
Q1 | $2K | Buy |
81
+30
| +59% | +$1.03K | ﹤0.01% | 2422 |
|
|
2019
Q4 | $1K | Sell |
51
-2,725
| -98% | -$94.1K | ﹤0.01% | 2761 |
|
|
2019
Q3 | $94K | Buy |
+2,776
| New | +$91.9K | 0.01% | 1087 |
|
|
2019
Q1 | – | Sell |
-143
| Closed | -$4K | – | 3669 |
|
|
2018
Q4 | $4K | Sell |
143
-203
| -59% | -$5.63K | ﹤0.01% | 2981 |
|
|
2018
Q3 | $10K | Hold |
346
| – | – | ﹤0.01% | 2877 |
|
|
2018
Q2 | $10K | Sell |
346
-49
| -12% | -$1.35K | ﹤0.01% | 2922 |
|
|
2018
Q1 | $11K | Hold |
395
| – | – | ﹤0.01% | 2760 |
|
|
2017
Q4 | $11K | Sell |
395
-1,831
| -82% | -$52.1K | ﹤0.01% | 2800 |
|
|
2017
Q3 | $64K | Sell |
2,226
-243
| -10% | -$7K | ﹤0.01% | 1843 |
|
|
2017
Q2 | $69K | Buy |
2,469
+254
| +11% | +$7.14K | ﹤0.01% | 1761 |
|
|
2017
Q1 | $58K | Sell |
2,215
-1,527
| -41% | -$39.3K | ﹤0.01% | 1837 |
|
|
2016
Q4 | $99K | Sell |
3,742
-224
| -6% | -$5.71K | ﹤0.01% | 1465 |
|
|
2016
Q3 | $108K | Sell |
3,966
-260
| -6% | -$7.18K | 0.01% | 1317 |
|
|
2016
Q2 | $113K | Buy |
+4,226
| New | +$99.4K | 0.01% | 1258 |
|
|
2016
Q1 | – | Sell |
-1,357
| Closed | -$29K | – | 3659 |
|
|
2015
Q4 | $29K | Buy |
+1,357
| New | +$27.8K | ﹤0.01% | 1954 |
|