Lucia Wealth Services’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $773K | Buy |
5,269
+411
| +8% | +$60.3K | 0.18% | 92 |
|
|
2020
Q2 | $690K | Buy |
4,858
+66
| +1% | +$9.37K | 0.18% | 88 |
|
|
2020
Q1 | $666K | Buy |
+4,792
| New | +$666K | 0.22% | 81 |
|
|
2018
Q4 | – | Sell |
-544
| Closed | -$61K | – | 185 |
|
|
2018
Q3 | $61K | Buy |
544
+50
| +10% | +$5.61K | 0.02% | 181 |
|
|
2018
Q2 | $55K | Buy |
494
+207
| +72% | +$23K | 0.02% | 159 |
|
|
2018
Q1 | $30K | Buy |
+287
| New | +$30K | 0.01% | 159 |
|