JFS Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-1,300
| Closed | -$40K | – | 493 |
|
2019
Q1 | $40K | Hold |
1,300
| – | – | 0.01% | 240 |
|
2018
Q4 | $34K | Hold |
1,300
| – | – | 0.01% | 249 |
|
2018
Q3 | $37K | Hold |
1,300
| – | – | 0.01% | 266 |
|
2018
Q2 | $38K | Hold |
1,300
| – | – | 0.01% | 259 |
|
2018
Q1 | $34K | Hold |
1,300
| – | – | 0.01% | 275 |
|
2017
Q4 | $35K | Hold |
1,300
| – | – | 0.01% | 284 |
|
2017
Q3 | $37K | Hold |
1,300
| – | – | 0.01% | 267 |
|
2017
Q2 | $36K | Hold |
1,300
| – | – | 0.01% | 249 |
|
2017
Q1 | $35K | Hold |
1,300
| – | – | 0.01% | 257 |
|
2016
Q4 | $35K | Hold |
1,300
| – | – | 0.01% | 257 |
|
2016
Q3 | $36K | Hold |
1,300
| – | – | 0.01% | 271 |
|
2016
Q2 | $35K | Hold |
1,300
| – | – | 0.01% | 288 |
|
2016
Q1 | $29K | Hold |
1,300
| – | – | 0.01% | 286 |
|
2015
Q4 | $27K | Hold |
1,300
| – | – | 0.01% | 303 |
|
2015
Q3 | $25K | Hold |
1,300
| – | – | 0.01% | 262 |
|
2015
Q2 | $24K | Hold |
1,300
| – | – | 0.01% | 251 |
|
2015
Q1 | $28K | Hold |
1,300
| – | – | 0.01% | 241 |
|
2014
Q4 | $26K | Hold |
1,300
| – | – | ﹤0.01% | 259 |
|
2014
Q3 | $22K | Hold |
1,300
| – | – | ﹤0.01% | 254 |
|
2014
Q2 | $24K | Buy |
+1,300
| New | +$24K | ﹤0.01% | 249 |
|