Financial Architects (New Jersey)’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
Q3 | – | Sell |
-104
| Closed | -$15K | – | 396 |
|
|
2020
Q2 | $15K | Hold |
104
| – | – | ﹤0.01% | 585 |
|
|
2020
Q1 | $14K | Hold |
104
| – | – | ﹤0.01% | 563 |
|
|
2019
Q4 | $12K | Buy |
+104
| New | +$12K | ﹤0.01% | 651 |
|
|
2017
Q4 | – | Sell |
-1,506
| Closed | -$178K | – | 1367 |
|
|
2017
Q3 | $178K | Sell |
1,506
-96
| -6% | -$11.3K | 0.03% | 325 |
|
|
2017
Q2 | $181K | Sell |
1,602
-122
| -7% | -$13.8K | 0.03% | 310 |
|
|
2017
Q1 | $184K | Sell |
1,724
-102
| -6% | -$10.9K | 0.03% | 293 |
|
|
2016
Q4 | $179K | Sell |
1,826
-10
| -0.5% | -$980 | 0.04% | 269 |
|
|
2016
Q3 | $178K | Hold |
1,836
| – | – | 0.05% | 275 |
|
|
2016
Q2 | $200K | Buy |
+1,836
| New | +$200K | 0.06% | 247 |
|