A.D. Beadell Investment Counsel’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,435
| Closed | -$893K | – | 78 |
|
|
2020
Q1 | $893K | Hold |
6,435
| – | – | 0.97% | 38 |
|
|
2019
Q4 | $770K | Buy |
6,435
+325
| +5% | +$38.9K | 0.63% | 47 |
|
|
2019
Q3 | $793K | Sell |
6,110
-150
| -2% | -$19.5K | 0.68% | 50 |
|
|
2019
Q2 | $737K | Buy |
6,260
+550
| +10% | +$64.8K | 0.64% | 51 |
|
|
2019
Q1 | $679K | Hold |
5,710
| – | – | 0.6% | 54 |
|
|
2018
Q4 | $608K | Buy |
+5,710
| New | +$608K | 0.6% | 54 |
|