OneDigital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,754
| Closed | -$218K | – | 796 |
|
|
2022
Q1 | $218K | Hold |
3,754
| – | – | 0.01% | 674 |
|
|
2021
Q4 | $246K | Buy |
+3,754
| New | +$246K | 0.01% | 642 |
|
|
2019
Q3 | – | Sell |
-2,000
| Closed | -$63K | – | 1191 |
|
|
2019
Q2 | $63K | Hold |
2,000
| – | – | ﹤0.01% | 532 |
|
|
2019
Q1 | $61K | Hold |
2,000
| – | – | 0.01% | 460 |
|
|
2018
Q4 | $52K | Hold |
2,000
| – | – | 0.01% | 453 |
|
|
2018
Q3 | $57K | Hold |
2,000
| – | – | 0.01% | 385 |
|
|
2018
Q2 | $58K | Buy |
+2,000
| New | +$58K | 0.01% | 462 |
|