Beacon Pointe 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
2019
Q4
$722K Sell
6,019
-1,557
-21% -$187K 0.13% 126
2019
Q3
$982K Sell
7,576
-4,300
-36% -$557K 0.21% 101
2019
Q2
$1.4M Buy
11,876
+1,819
+18% +$214K 0.3% 75
2019
Q1
$1.2M Buy
10,057
+1,678
+20% +$200K 0.27% 80
2018
Q4
$891K Buy
+8,379
New +$891K 0.32% 81