Joel Isaacson & Co’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 |
-330
| Closed | -$32K | – | 655 |
|
|
2016
Q3 | $32K | Hold |
330
| – | – | 0.01% | 395 |
|
|
2016
Q2 | $36K | Hold |
330
| – | – | 0.01% | 373 |
|
|
2016
Q1 | $29K | Hold |
330
| – | – | 0.01% | 420 |
|
|
2015
Q4 | $25K | Buy |
330
+20
| +6% | +$1.52K | 0.01% | 436 |
|
|
2015
Q3 | $20K | Hold |
310
| – | – | 0.01% | 476 |
|
|
2015
Q2 | $21K | Hold |
310
| – | – | 0.01% | 490 |
|
|
2015
Q1 | $20K | Hold |
310
| – | – | 0.01% | 486 |
|
|
2014
Q4 | $21K | Buy |
+310
| New | +$21K | 0.01% | 426 |
|