JNBA Financial Advisors’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-39
| Closed | -$3.84K | – | 716 |
|
|
2023
Q1 | $3.84K | Buy |
+39
| New | +$3.84K | ﹤0.01% | 577 |
|
|
2020
Q3 | – | Sell |
-70
| Closed | -$10K | – | 577 |
|
|
2020
Q2 | $10K | Hold |
70
| – | – | ﹤0.01% | 403 |
|
|
2020
Q1 | $10K | Hold |
70
| – | – | ﹤0.01% | 377 |
|
|
2019
Q4 | $8K | Hold |
70
| – | – | ﹤0.01% | 456 |
|
|
2019
Q3 | $9K | Hold |
70
| – | – | ﹤0.01% | 418 |
|
|
2019
Q2 | $8K | Hold |
70
| – | – | ﹤0.01% | 451 |
|
|
2019
Q1 | $8K | Hold |
70
| – | – | ﹤0.01% | 416 |
|
|
2018
Q4 | $7K | Buy |
+70
| New | +$7K | ﹤0.01% | 402 |
|
|
2018
Q3 | – | Sell |
-70
| Closed | -$8K | – | 544 |
|
|
2018
Q2 | $8K | Hold |
70
| – | – | ﹤0.01% | 414 |
|
|
2018
Q1 | $7K | Buy |
+70
| New | +$7K | ﹤0.01% | 403 |
|
|
2017
Q2 | – | Sell |
-66
| Closed | -$7K | – | 453 |
|
|
2017
Q1 | $7K | Hold |
66
| – | – | ﹤0.01% | 380 |
|
|
2016
Q4 | $6K | Buy |
+66
| New | +$6K | ﹤0.01% | 393 |
|
|
2016
Q3 | – | Sell |
-66
| Closed | -$7K | – | 1601 |
|
|
2016
Q2 | $7K | Hold |
66
| – | – | ﹤0.01% | 368 |
|
|
2016
Q1 | $6K | Hold |
66
| – | – | ﹤0.01% | 396 |
|
|
2015
Q4 | $5K | Buy |
+66
| New | +$5K | ﹤0.01% | 399 |
|