BDO Wealth Advisors’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $103K | Sell |
906
-316
| -26% | -$36K | 0.01% | 338 |
|
|
2023
Q1 | $120K | Sell |
1,222
-545
| -31% | -$53.6K | 0.01% | 306 |
|
|
2022
Q4 | $177K | Sell |
1,767
-548
| -24% | -$54.9K | 0.02% | 273 |
|
|
2022
Q3 | $230K | Sell |
2,315
-123
| -5% | -$12.2K | 0.03% | 235 |
|
|
2022
Q2 | $317K | Sell |
2,438
-137
| -5% | -$17.8K | 0.04% | 209 |
|
|
2022
Q1 | $365K | Sell |
2,575
-193
| -7% | -$27.4K | 0.04% | 208 |
|
|
2021
Q4 | $490K | Sell |
2,768
-107
| -4% | -$18.9K | 0.05% | 187 |
|
|
2021
Q3 | $415K | Sell |
2,875
-246
| -8% | -$35.5K | 0.05% | 198 |
|
|
2021
Q2 | $470K | Sell |
3,121
-179
| -5% | -$27K | 0.05% | 193 |
|
|
2021
Q1 | $465K | Buy |
3,300
+3,143
| +2,002% | +$443K | 0.05% | 184 |
|
|
2020
Q4 | $22K | Buy |
157
+32
| +26% | +$4.48K | ﹤0.01% | 455 |
|
|
2020
Q3 | $18K | Sell |
125
-102
| -45% | -$14.7K | ﹤0.01% | 431 |
|
|
2020
Q2 | $32K | Buy |
227
+1
| +0.4% | +$141 | 0.01% | 369 |
|
|
2020
Q1 | $31K | Buy |
226
+101
| +81% | +$13.9K | 0.01% | 385 |
|
|
2019
Q4 | $15K | Hold |
125
| – | – | ﹤0.01% | 404 |
|
|
2019
Q3 | $16K | Buy |
+125
| New | +$16K | ﹤0.01% | 413 |
|
|
2019
Q2 | – | Sell |
-144
| Closed | -$17K | – | 623 |
|
|
2019
Q1 | $17K | Hold |
144
| – | – | ﹤0.01% | 380 |
|
|
2018
Q4 | $15K | Sell |
144
-5
| -3% | -$521 | 0.01% | 370 |
|
|
2018
Q3 | $17K | Sell |
149
-27
| -15% | -$3.08K | 0.01% | 397 |
|
|
2018
Q2 | $20K | Buy |
176
+1
| +0.6% | +$114 | 0.01% | 383 |
|
|
2018
Q1 | $18K | Buy |
175
+2
| +1% | +$206 | 0.01% | 337 |
|
|
2017
Q4 | $20K | Sell |
173
-197
| -53% | -$22.8K | 0.01% | 273 |
|
|
2017
Q3 | $44K | Sell |
370
-109
| -23% | -$13K | 0.02% | 210 |
|
|
2017
Q2 | $54K | Buy |
+479
| New | +$54K | 0.02% | 227 |
|