United Capital Financial 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
Q4 | – | Sell |
-26,923
| Closed | -$1.3M | – | 1133 |
|
|
2022
Q3 | $1.3M | Sell |
26,923
-15,240
| -36% | -$735K | 0.01% | 558 |
|
|
2022
Q2 | $2.32M | Buy |
42,163
+1,932
| +5% | +$106K | 0.01% | 466 |
|
|
2022
Q1 | $2.34M | Sell |
40,231
-1,194
| -3% | -$69.3K | 0.01% | 485 |
|
|
2021
Q4 | $2.72M | Buy |
41,425
+831
| +2% | +$54.5K | 0.01% | 480 |
|
|
2021
Q3 | $1.94M | Sell |
40,594
-304
| -0.7% | -$14.6K | 0.01% | 531 |
|
|
2021
Q2 | $1.94M | Buy |
40,898
+2,259
| +6% | +$107K | 0.01% | 545 |
|
|
2021
Q1 | $1.62M | Sell |
38,639
-20,626
| -35% | -$865K | 0.01% | 546 |
|
|
2020
Q4 | $2.37M | Buy |
59,265
+17,518
| +42% | +$700K | 0.01% | 473 |
|
|
2020
Q3 | $1.54M | Buy |
41,747
+7,126
| +21% | +$263K | 0.01% | 562 |
|
|
2020
Q2 | $1.23M | Buy |
34,621
+570
| +2% | +$20.2K | 0.01% | 605 |
|
|
2020
Q1 | $1.1M | Sell |
34,051
-3,091
| -8% | -$100K | 0.01% | 608 |
|
|
2019
Q4 | $1.29M | Buy |
37,142
+8,652
| +30% | +$300K | 0.01% | 692 |
|
|
2019
Q3 | $968K | Sell |
28,490
-2,201
| -7% | -$74.8K | 0.01% | 758 |
|
|
2019
Q2 | $970K | Buy |
30,691
+1,526
| +5% | +$48.2K | 0.01% | 817 |
|
|
2019
Q1 | $892K | Sell |
29,165
-60,064
| -67% | -$1.84M | 0.01% | 800 |
|
|
2018
Q4 | $2.31M | Sell |
89,229
-14,842
| -14% | -$384K | 0.02% | 528 |
|
|
2018
Q3 | $2.95M | Buy |
104,071
+75,856
| +269% | +$2.15M | 0.02% | 532 |
|
|
2018
Q2 | $819K | Sell |
28,215
-1,228
| -4% | -$35.6K | 0.01% | 812 |
|
|
2018
Q1 | $780K | Sell |
29,443
-1,824
| -6% | -$48.3K | 0.01% | 831 |
|
|
2017
Q4 | $851K | Sell |
31,267
-534
| -2% | -$14.5K | 0.01% | 830 |
|
|
2017
Q3 | $917K | Sell |
31,801
-16,697
| -34% | -$481K | 0.01% | 797 |
|
|
2017
Q2 | $1.36M | Sell |
48,498
-187,748
| -79% | -$5.25M | 0.01% | 679 |
|
|
2017
Q1 | $6.21M | Sell |
236,246
-3,661
| -2% | -$96.2K | 0.06% | 337 |
|
|
2016
Q4 | $6.37M | Sell |
239,907
-12,299
| -5% | -$327K | 0.06% | 332 |
|
|
2016
Q3 | $6.89M | Buy |
252,206
+1,406
| +0.6% | +$38.4K | 0.07% | 332 |
|
|
2016
Q2 | $6.77M | Buy |
250,800
+172,183
| +219% | +$4.65M | 0.07% | 318 |
|
|
2016
Q1 | $1.77M | Sell |
78,617
-39,404
| -33% | -$888K | 0.02% | 565 |
|
|
2015
Q4 | $2.48M | Buy |
118,021
+5,277
| +5% | +$111K | 0.03% | 506 |
|
|
2015
Q3 | $2.15M | Sell |
112,744
-70,339
| -38% | -$1.34M | 0.03% | 513 |
|
|
2015
Q2 | $3.4M | Buy |
183,083
+11,134
| +6% | +$207K | 0.04% | 454 |
|
|
2015
Q1 | $3.41M | Sell |
171,949
-165,166
| -49% | -$3.27M | 0.04% | 428 |
|
|
2014
Q4 | $6.81M | Buy |
337,115
+72,031
| +27% | +$1.46M | 0.1% | 221 |
|
|
2014
Q3 | $4.55M | Buy |
265,084
+97,369
| +58% | +$1.67M | 0.08% | 272 |
|
|
2014
Q2 | $3.05M | Buy |
167,715
+1,011
| +0.6% | +$18.4K | 0.06% | 320 |
|
|
2014
Q1 | $2.81M | Buy |
166,704
+156,532
| +1,539% | +$2.64M | 0.06% | 302 |
|
|
2013
Q4 | $153K | Sell |
10,172
-136,062
| -93% | -$2.05M | 0.01% | 616 |
|
|
2013
Q3 | $2.26M | Buy |
146,234
+9,926
| +7% | +$153K | 0.07% | 238 |
|
|
2013
Q2 | $2.13M | Buy |
+136,308
| New | +$2.13M | 0.06% | 301 |
|