Heritage Wealth Advisors’s Digital Realty Trust, Inc. 6.625 Percent Series C Cumulative Redeemable Perpetual Preferred Stock DLR.PRC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,000
| Closed | -$76.1K | – | 597 |
|
|
2021
Q1 | $76.1K | Hold |
3,000
| – | – | ﹤0.01% | 291 |
|
|
2020
Q4 | $77K | Hold |
3,000
| – | – | ﹤0.01% | 284 |
|
|
2020
Q3 | $77.7K | Hold |
3,000
| – | – | 0.01% | 232 |
|
|
2020
Q2 | $77.4K | Hold |
3,000
| – | – | 0.01% | 226 |
|
|
2020
Q1 | $75.6K | Hold |
3,000
| – | – | 0.01% | 217 |
|
|
2019
Q4 | $79K | Hold |
3,000
| – | – | 0.01% | 260 |
|
|
2019
Q3 | $79K | Buy |
3,000
+1,000
| +50% | +$26.3K | 0.01% | 233 |
|
|
2019
Q2 | $55K | Buy |
2,000
+1,000
| +100% | +$27.5K | 0.01% | 244 |
|
|
2019
Q1 | $26.3K | Hold |
1,000
| – | – | ﹤0.01% | 278 |
|
|
2018
Q4 | $26K | Hold |
1,000
| – | – | 0.01% | 245 |
|
|
2018
Q3 | $26K | Buy |
+1,000
| New | +$26K | 0.01% | 249 |
|