West Oak Capital’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 |
-1,550
| Closed | -$75K | – | 339 |
|
|
2022
Q3 | $75K | Hold |
1,550
| – | – | 0.04% | 151 |
|
|
2022
Q2 | $85K | Hold |
1,550
| – | – | 0.04% | 149 |
|
|
2022
Q1 | $90K | Sell |
1,550
-250
| -14% | -$14.5K | 0.04% | 155 |
|
|
2021
Q4 | $118K | Hold |
1,800
| – | – | 0.04% | 151 |
|
|
2021
Q3 | $86K | Buy |
1,800
+750
| +71% | +$35.8K | 0.03% | 167 |
|
|
2021
Q2 | $50K | Buy |
+1,050
| New | +$50K | 0.02% | 188 |
|