WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $8K | Hold |
281
| – | – | ﹤0.01% | 1203 |
|
|
2017
Q1 | $7K | Hold |
281
| – | – | ﹤0.01% | 1165 |
|
|
2016
Q4 | $7K | Sell |
281
-90
| -24% | -$2.24K | ﹤0.01% | 1203 |
|
|
2016
Q3 | $10K | Hold |
371
| – | – | ﹤0.01% | 1137 |
|
|
2016
Q2 | $10K | Sell |
371
-49,114
| -99% | -$1.32M | ﹤0.01% | 1106 |
|
|
2016
Q1 | $1.12M | Sell |
49,485
-5,967
| -11% | -$134K | 0.32% | 76 |
|
|
2015
Q4 | $1.17M | Sell |
55,452
-2,422
| -4% | -$50.9K | 0.35% | 68 |
|
|
2015
Q3 | $1.1M | Sell |
57,874
-1,409
| -2% | -$26.8K | 0.34% | 67 |
|
|
2015
Q2 | $1.1M | Sell |
59,283
-1,409
| -2% | -$26.2K | 0.3% | 73 |
|
|
2015
Q1 | $1.32M | Sell |
60,692
-500
| -0.8% | -$10.9K | 0.37% | 55 |
|
|
2014
Q4 | $1.24M | Hold |
61,192
| – | – | 0.25% | 84 |
|
|
2014
Q3 | $1.05M | Hold |
61,192
| – | – | 0.2% | 116 |
|
|
2014
Q2 | $1.11M | Buy |
61,192
+60,692
| +12,138% | +$1.1M | 0.21% | 112 |
|
|
2014
Q1 | $8K | Sell |
500
-95
| -16% | -$1.52K | ﹤0.01% | 1520 |
|
|
2013
Q4 | $9K | Hold |
595
| – | – | ﹤0.01% | 1619 |
|
|
2013
Q3 | $9K | Hold |
595
| – | – | ﹤0.01% | 1573 |
|
|
2013
Q2 | $9K | Buy |
+595
| New | +$9K | ﹤0.01% | 1499 |
|