Evolution 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-31
| Closed | -$4K | – | 282 |
|
2021
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 547 |
|
2021
Q2 | $5K | Hold |
31
| – | – | ﹤0.01% | 505 |
|
2021
Q1 | $4K | Hold |
31
| – | – | ﹤0.01% | 549 |
|
2020
Q4 | $4K | Sell |
31
-7
| -18% | -$903 | ﹤0.01% | 472 |
|
2020
Q3 | $6K | Hold |
38
| – | – | ﹤0.01% | 412 |
|
2020
Q2 | $5K | Buy |
+38
| New | +$5K | ﹤0.01% | 363 |
|
2020
Q1 | – | Sell |
-32
| Closed | -$4K | – | 394 |
|
2019
Q4 | $4K | Buy |
32
+1
| +3% | +$125 | ﹤0.01% | 435 |
|
2019
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 305 |
|
2019
Q2 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 286 |
|