Laurel Wealth Advisors (California)’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,625
| Closed | -$211K | – | 628 |
|
|
2022
Q2 | $211K | Sell |
1,625
-90
| -5% | -$11.7K | 0.02% | 620 |
|
|
2022
Q1 | $244K | Buy |
1,715
+115
| +7% | +$16.4K | 0.02% | 648 |
|
|
2021
Q4 | $283K | Sell |
1,600
-74
| -4% | -$13.1K | 0.02% | 639 |
|
|
2021
Q3 | $242K | Sell |
1,674
-38
| -2% | -$5.49K | 0.04% | 393 |
|
|
2021
Q2 | $258K | Buy |
1,712
+178
| +12% | +$26.8K | 0.03% | 435 |
|
|
2021
Q1 | $216K | Sell |
1,534
-563
| -27% | -$79.3K | 0.03% | 430 |
|
|
2020
Q4 | $293K | Buy |
2,097
+16
| +0.8% | +$2.24K | 0.04% | 341 |
|
|
2020
Q3 | $305K | Buy |
2,081
+30
| +1% | +$4.4K | 0.05% | 297 |
|
|
2020
Q2 | $292K | Buy |
2,051
+5
| +0.2% | +$712 | 0.05% | 291 |
|
|
2020
Q1 | $284K | Buy |
2,046
+363
| +22% | +$50.4K | 0.07% | 281 |
|
|
2019
Q4 | $202K | Sell |
1,683
-975
| -37% | -$117K | 0.03% | 426 |
|
|
2019
Q3 | $345K | Buy |
2,658
+924
| +53% | +$120K | 0.06% | 313 |
|
|
2019
Q2 | $204K | Buy |
+1,734
| New | +$204K | 0.04% | 377 |
|
|
2016
Q3 | – | Sell |
-4,871
| Closed | -$530K | – | 258 |
|
|
2016
Q2 | $530K | Sell |
4,871
-64
| -1% | -$6.96K | 0.25% | 103 |
|
|
2016
Q1 | $437K | Sell |
4,935
-94
| -2% | -$8.32K | 0.22% | 116 |
|
|
2015
Q4 | $380K | Buy |
+5,029
| New | +$380K | 0.2% | 135 |
|