Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $144K | Buy |
1,002
+218
| +28% | +$31.3K | 0.02% | 344 |
|
|
2021
Q2 | $117K | Buy |
784
+271
| +53% | +$40.4K | 0.02% | 336 |
|
|
2021
Q1 | $71K | Buy |
513
+127
| +33% | +$17.6K | 0.01% | 372 |
|
|
2020
Q4 | $53K | Sell |
386
-22
| -5% | -$3.02K | 0.01% | 398 |
|
|
2020
Q3 | $59K | Buy |
408
+64
| +19% | +$9.26K | 0.02% | 307 |
|
|
2020
Q2 | $47K | Buy |
344
+55
| +19% | +$7.52K | 0.01% | 336 |
|
|
2020
Q1 | $38K | Buy |
289
+91
| +46% | +$12K | 0.01% | 346 |
|
|
2019
Q4 | $23K | Hold |
198
| – | – | 0.01% | 490 |
|
|
2019
Q3 | $25K | Buy |
198
+1
| +0.5% | +$126 | 0.01% | 451 |
|
|
2019
Q2 | $23K | Hold |
197
| – | – | 0.01% | 474 |
|
|
2019
Q1 | $23K | Buy |
197
+42
| +27% | +$4.9K | 0.01% | 418 |
|
|
2018
Q4 | $16K | Buy |
+155
| New | +$16K | 0.01% | 422 |
|