WWM
DRE
Willingdon Wealth Management’s Duke Realty Corp. DRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-54,447
| Closed | -$1.19M | – | 97 |
|
|
2015
Q1 | $1.19M | Sell |
54,447
-8,038
| -13% | -$175K | 0.98% | 46 |
|
|
2014
Q4 | $1.26M | Sell |
62,485
-2,608
| -4% | -$52.7K | 0.79% | 48 |
|
|
2014
Q3 | $1.12M | Buy |
65,093
+5,517
| +9% | +$94.8K | 0.74% | 55 |
|
|
2014
Q2 | $1.08M | Buy |
59,576
+837
| +1% | +$15.2K | 0.75% | 57 |
|
|
2014
Q1 | $991K | Buy |
58,739
+1,565
| +3% | +$26.4K | 0.7% | 57 |
|
|
2013
Q4 | $860K | Buy |
+57,174
| New | +$860K | 0.67% | 56 |
|