J.W. Cole Advisors’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 |
-5,049
| Closed | -$243K | – | 781 |
|
|
2022
Q3 | $243K | Sell |
5,049
-199
| -4% | -$9.58K | 0.02% | 614 |
|
|
2022
Q2 | $288K | Sell |
5,248
-74
| -1% | -$4.06K | 0.02% | 565 |
|
|
2022
Q1 | $309K | Sell |
5,322
-2,309
| -30% | -$134K | 0.02% | 608 |
|
|
2021
Q4 | $501K | Buy |
7,631
+2,311
| +43% | +$152K | 0.03% | 463 |
|
|
2021
Q3 | $255K | Buy |
5,320
+75
| +1% | +$3.6K | 0.02% | 390 |
|
|
2021
Q2 | $248K | Buy |
+5,245
| New | +$248K | 0.02% | 634 |
|
|
2020
Q4 | – | Sell |
-9,046
| Closed | -$334K | – | 911 |
|
|
2020
Q3 | $334K | Buy |
+9,046
| New | +$334K | 0.03% | 511 |
|