Valeo Financial Advisors’s Duke Realty Corp. DRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-46,650
| Closed | -$2.25M | – | 624 |
|
|
2022
Q3 | $2.25M | Sell |
46,650
-544
| -1% | -$31.9K | 0.14% | 93 |
|
|
2022
Q2 | $2.59M | Buy |
47,194
+10,933
| +30% | +$598K | 0.16% | 83 |
|
|
2022
Q1 | $2.1M | Sell |
36,261
-483
| -1% | -$27.4K | 0.11% | 115 |
|
|
2021
Q4 | $2.41M | Buy |
36,744
+3,098
| +9% | +$179K | 0.13% | 96 |
|
|
2021
Q3 | $1.61M | Buy |
33,646
+32
| +0.1% | +$1.61K | 0.09% | 133 |
|
|
2021
Q2 | $1.59M | Sell |
33,614
-813
| -2% | -$37.5K | 0.1% | 126 |
|
|
2021
Q1 | $1.44M | Sell |
34,427
-242
| -0.7% | -$9.76K | 0.07% | 154 |
|
|
2020
Q4 | $1.39M | Sell |
34,669
-118
| -0.3% | -$4.6K | 0.07% | 136 |
|
|
2020
Q3 | $1.28M | Buy |
34,787
+533
| +2% | +$20.1K | 0.11% | 112 |
|
|
2020
Q2 | $1.21M | Buy |
34,254
+13
| +0% | +$444 | 0.11% | 112 |
|
|
2020
Q1 | $1.21M | Sell |
34,241
-3,080
| -8% | -$106K | 0.13% | 105 |
|
|
2019
Q4 | $1.29M | Buy |
37,321
+80
| +0.2% | +$2.76K | 0.13% | 111 |
|
|
2019
Q3 | $1.26M | Sell |
37,241
-1,097
| -3% | -$36.3K | 0.14% | 98 |
|
|
2019
Q2 | $1.21M | Sell |
38,338
-4,000
| -9% | -$124K | 0.14% | 109 |
|
|
2019
Q1 | $1.29M | Sell |
42,338
-7,560
| -15% | -$221K | 0.16% | 100 |
|
|
2018
Q4 | $1.29M | Sell |
49,898
-1,521
| -3% | -$42.2K | 0.18% | 91 |
|
|
2018
Q3 | $1.42M | Buy |
51,419
+1,525
| +3% | +$43.6K | 0.19% | 89 |
|
|
2018
Q2 | $1.43M | Sell |
49,894
-3,877
| -7% | -$107K | 0.2% | 85 |
|
|
2018
Q1 | $1.42M | Hold |
53,771
| – | – | 0.23% | 78 |
|
|
2017
Q4 | $1.46M | Hold |
53,771
| – | – | 0.24% | 72 |
|
|
2017
Q3 | $1.55M | Buy |
+53,771
| New | +$1.55M | 0.36% | 63 |
|