Integrated Wealth Counsel’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $10K | Hold |
100
| – | – | 0.02% | 163 |
|
|
2016
Q3 | $10K | Hold |
100
| – | – | 0.02% | 155 |
|
|
2016
Q2 | $11K | Hold |
100
| – | – | 0.03% | 64 |
|
|
2016
Q1 | $9K | Sell |
100
-100
| -50% | -$9K | 0.02% | 66 |
|
|
2015
Q4 | $15K | Buy |
200
+100
| +100% | +$7.5K | 0.02% | 61 |
|
|
2015
Q3 | $7K | Hold |
100
| – | – | 0.01% | 78 |
|
|
2015
Q2 | $7K | Buy |
+100
| New | +$7K | 0.01% | 76 |
|