GCA
Gideon Capital Advisors’s Digital Realty Trust DLR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-22,932
| Closed | -$2.58M | – | 403 |
|
2018
Q3 | $2.58M | Buy |
+22,932
| New | +$2.58M | 1.21% | 11 |
|
2017
Q3 | – | Sell |
-2,414
| Closed | -$273K | – | 298 |
|
2017
Q2 | $273K | Buy |
+2,414
| New | +$273K | 0.3% | 148 |
|
2016
Q4 | – | Sell |
-4,007
| Closed | -$389K | – | 413 |
|
2016
Q3 | $389K | Buy |
+4,007
| New | +$389K | 0.24% | 116 |
|
2015
Q4 | – | Sell |
-3,080
| Closed | -$201K | – | 212 |
|
2015
Q3 | $201K | Buy |
+3,080
| New | +$201K | 0.12% | 193 |
|
2015
Q2 | – | Sell |
-15,086
| Closed | -$995K | – | 255 |
|
2015
Q1 | $995K | Sell |
15,086
-8,179
| -35% | -$539K | 0.4% | 95 |
|
2014
Q4 | $1.54M | Buy |
+23,265
| New | +$1.54M | 0.73% | 42 |
|