WIM
DRE

Westside Investment Management’s Duke Realty Corp. DRE Stock Holding History

Westside Investment Management’s Portfolio DRE Stock Details DRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,018
Closed -$49 – 870
2022
Q3 		$49 Hold
1,018
– – ﹤0.01% 413
2022
Q2 		$55 Buy
1,018
+118
+13% +$6.46K ﹤0.01% 402
2022
Q1 		$52 Buy
+900
New +$51K ﹤0.01% 415

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BTI
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IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return