Graybill 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-20,375
| Closed | -$2.29M | – | 50 |
|
2018
Q3 | $2.29M | Buy |
20,375
+20
| +0.1% | +$2.25K | 1.66% | 38 |
|
2018
Q2 | $2.27M | Sell |
20,355
-680
| -3% | -$75.9K | 1.74% | 33 |
|
2018
Q1 | $2.22M | Sell |
21,035
-340
| -2% | -$35.8K | 1.69% | 34 |
|
2017
Q4 | $2.44M | Buy |
21,375
+90
| +0.4% | +$10.3K | 1.76% | 34 |
|
2017
Q3 | $2.52M | Buy |
+21,285
| New | +$2.52M | 1.86% | 31 |
|