Summit Wealth & Retirement Planning’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 |
-6,649
| Closed | -$320K | – | 124 |
|
|
2022
Q3 | $320K | Hold |
6,649
| – | – | 0.13% | 85 |
|
|
2022
Q2 | $365K | Hold |
6,649
| – | – | 0.14% | 84 |
|
|
2022
Q1 | $386K | Sell |
6,649
-352
| -5% | -$20.4K | 0.14% | 78 |
|
|
2021
Q4 | $460K | Sell |
7,001
-212
| -3% | -$13.9K | 0.16% | 64 |
|
|
2021
Q3 | $345K | Sell |
7,213
-2,310
| -24% | -$110K | 0.13% | 70 |
|
|
2021
Q2 | $451K | Sell |
9,523
-5,940
| -38% | -$281K | 0.17% | 61 |
|
|
2021
Q1 | $648K | Sell |
15,463
-825
| -5% | -$34.6K | 0.24% | 64 |
|
|
2020
Q4 | $651K | Buy |
+16,288
| New | +$651K | 0.25% | 69 |
|