Carroll Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $72K | Buy |
418
+9
| +2% | +$1.55K | ﹤0.01% | 616 |
|
|
2021
Q3 | $59K | Buy |
409
+2
| +0.5% | +$289 | ﹤0.01% | 700 |
|
|
2021
Q2 | $61K | Buy |
407
+7
| +2% | +$1.05K | ﹤0.01% | 738 |
|
|
2021
Q1 | $56K | Hold |
400
| – | – | ﹤0.01% | 739 |
|
|
2020
Q4 | $55K | Hold |
400
| – | – | ﹤0.01% | 674 |
|
|
2020
Q3 | $58K | Hold |
400
| – | – | ﹤0.01% | 614 |
|
|
2020
Q2 | $56K | Hold |
400
| – | – | ﹤0.01% | 622 |
|
|
2020
Q1 | $55K | Hold |
400
| – | – | 0.01% | 555 |
|
|
2019
Q4 | $47K | Hold |
400
| – | – | ﹤0.01% | 663 |
|
|
2019
Q3 | $51K | Hold |
400
| – | – | ﹤0.01% | 624 |
|
|
2019
Q2 | $47K | Hold |
400
| – | – | ﹤0.01% | 631 |
|
|
2019
Q1 | $47K | Hold |
400
| – | – | ﹤0.01% | 582 |
|
|
2018
Q4 | $42K | Sell |
400
-178
| -31% | -$18.7K | ﹤0.01% | 515 |
|
|
2018
Q3 | $65K | Hold |
578
| – | – | 0.01% | 461 |
|
|
2018
Q2 | $64K | Hold |
578
| – | – | 0.01% | 455 |
|
|
2018
Q1 | $60K | Hold |
578
| – | – | 0.01% | 461 |
|
|
2017
Q4 | $65K | Hold |
578
| – | – | 0.01% | 440 |
|
|
2017
Q3 | $68K | Hold |
578
| – | – | 0.01% | 432 |
|
|
2017
Q2 | $65K | Buy |
578
+121
| +26% | +$13.6K | 0.01% | 441 |
|
|
2017
Q1 | $48K | Hold |
457
| – | – | 0.01% | 483 |
|
|
2016
Q4 | $44K | Hold |
457
| – | – | 0.01% | 480 |
|
|
2016
Q3 | $44K | Hold |
457
| – | – | 0.01% | 482 |
|
|
2016
Q2 | $49K | Hold |
457
| – | – | 0.01% | 449 |
|
|
2016
Q1 | $40K | Buy |
457
+400
| +702% | +$35K | 0.01% | 475 |
|
|
2015
Q4 | $4K | Hold |
57
| – | – | ﹤0.01% | 898 |
|
|
2015
Q3 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 873 |
|