Moneta Group Investment 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
Q1 | – | Sell |
-14,015
| Closed | -$363K | – | 267 |
|
2018
Q4 | $363K | Buy |
+14,015
| New | +$363K | 0.04% | 156 |
|
2017
Q3 | – | Sell |
-7,500
| Closed | -$210K | – | 216 |
|
2017
Q2 | $210K | Buy |
+7,500
| New | +$210K | 0.03% | 175 |
|
2017
Q1 | – | Sell |
-8,374
| Closed | -$222K | – | 176 |
|
2016
Q4 | $222K | Buy |
+8,374
| New | +$222K | 0.05% | 155 |
|