Castle Rock Wealth Management’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
Q3 | – | Sell |
-2,893
| Closed | -$347K | – | 163 |
|
|
2019
Q2 | $347K | Buy |
+2,893
| New | +$347K | 0.39% | 91 |
|
|
2018
Q4 | – | Sell |
-2,292
| Closed | -$255K | – | 34 |
|
|
2018
Q3 | $255K | Sell |
2,292
-1,295
| -36% | -$144K | 0.41% | 93 |
|
|
2018
Q2 | $400K | Buy |
3,587
+211
| +6% | +$23.5K | 0.55% | 73 |
|
|
2018
Q1 | $356K | Buy |
3,376
+980
| +41% | +$103K | 0.59% | 59 |
|
|
2017
Q4 | $273K | Buy |
+2,396
| New | +$273K | 0.53% | 73 |
|