OWA
DRE
Outlook Wealth Advisors’s Duke Realty Corp. DRE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-22,148
| Closed | -$1.07M | – | 206 |
|
2022
Q3 | $1.07M | Sell |
22,148
-174
| -0.8% | -$8.38K | 0.48% | 49 |
|
2022
Q2 | $1.23M | Buy |
22,322
+1,556
| +7% | +$85.5K | 0.5% | 52 |
|
2022
Q1 | $1.21M | Buy |
20,766
+149
| +0.7% | +$8.65K | 0.4% | 59 |
|
2021
Q4 | $1.35M | Buy |
20,617
+561
| +3% | +$36.8K | 0.4% | 54 |
|
2021
Q3 | $960K | Buy |
20,056
+2,594
| +15% | +$124K | 0.31% | 78 |
|
2021
Q2 | $827K | Buy |
17,462
+1,495
| +9% | +$70.8K | 0.26% | 91 |
|
2021
Q1 | $669K | Buy |
15,967
+2,510
| +19% | +$105K | 0.23% | 104 |
|
2020
Q4 | $538K | Buy |
13,457
+2,780
| +26% | +$111K | 0.2% | 121 |
|
2020
Q3 | $394K | Buy |
+10,677
| New | +$394K | 0.16% | 129 |
|