Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-200
| Closed | -$19K | – | 413 |
|
|
2016
Q3 | $19K | Hold |
200
| – | – | 0.01% | 606 |
|
|
2016
Q2 | $22K | Sell |
200
-112
| -36% | -$12.3K | 0.01% | 572 |
|
|
2016
Q1 | $28K | Sell |
312
-35
| -10% | -$3.14K | 0.01% | 482 |
|
|
2015
Q4 | $26K | Hold |
347
| – | – | 0.01% | 519 |
|
|
2015
Q3 | $23K | Sell |
347
-71
| -17% | -$4.71K | 0.01% | 537 |
|
|
2015
Q2 | $28K | Sell |
418
-44
| -10% | -$2.95K | 0.01% | 512 |
|
|
2015
Q1 | $30K | Buy |
+462
| New | +$30K | 0.01% | 474 |
|