Braun Stacey Associates’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
Q4 | – | Sell |
-37,613
| Closed | -$5.52M | – | 132 |
|
|
2020
Q3 | $5.52M | Sell |
37,613
-16,298
| -30% | -$2.39M | 0.3% | 100 |
|
|
2020
Q2 | $7.66M | Buy |
+53,911
| New | +$7.66M | 0.44% | 95 |
|
|
2018
Q2 | – | Sell |
-9,209
| Closed | -$970K | – | 123 |
|
|
2018
Q1 | $970K | Sell |
9,209
-103,017
| -92% | -$10.9M | 0.07% | 115 |
|
|
2017
Q4 | $12.8M | Sell |
112,226
-36,074
| -24% | -$4.11M | 0.86% | 60 |
|
|
2017
Q3 | $17.5M | Buy |
+148,300
| New | +$17.5M | 1.2% | 24 |
|