Heritage Wealth Advisors’s Digital Realty Trust, Inc. 6.625 Percent Series C Cumulative Redeemable Perpetual Preferred Stock DLR.PRC Stock Holding History

Heritage Wealth Advisors’s Portfolio DLR.PRC Stock Details DLR.PRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-3,000	Closed	-$76K	–	597
2021 Q1	$76K	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%	+$27.2K	0.01%	233
2019 Q2	$55K	Buy	2,000 +1,000	+100%	+$26.9K	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	+$26.6K	0.01%	249

Heritage Wealth Advisors's DLR.PRC Position: Q2 2021 in Review

Heritage Wealth Advisors sold out of Digital Realty Trust, Inc. 6.625 Percent Series C Cumulative Redeemable Perpetual Preferred Stock (DLR.PRC) in Q2 2021, closing a stake of 3,000 shares — an estimated $76K sold.

Heritage Wealth Advisors first reported a position in DLR.PRC in Q3 2018 and held it in 11 quarters. The position peaked at $79K in Q4 2019. 0 funds tracked by Wall St. Rank hold DLR.PRC as of Q2 2021.

Heritage Wealth Advisors reported no remaining Digital Realty Trust, Inc. 6.625 Percent Series C Cumulative Redeemable Perpetual Preferred Stock position as of Q2 2021 after selling out during the quarter.
Heritage Wealth Advisors sold 3,000 Digital Realty Trust, Inc. 6.625 Percent Series C Cumulative Redeemable Perpetual Preferred Stock shares in Q2 2021, an estimated $76K.
Heritage Wealth Advisors first reported a position in Digital Realty Trust, Inc. 6.625 Percent Series C Cumulative Redeemable Perpetual Preferred Stock in Q3 2018 and held it in 11 quarters.
Heritage Wealth Advisors's Digital Realty Trust, Inc. 6.625 Percent Series C Cumulative Redeemable Perpetual Preferred Stock position peaked at $79K in Q4 2019.
0 funds tracked by Wall St. Rank held Digital Realty Trust, Inc. 6.625 Percent Series C Cumulative Redeemable Perpetual Preferred Stock as of Q2 2021.

Based on Heritage Wealth Advisors's 13F filing for Q2 2021, filed 27 Jul 2021.