Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,235
| Closed | -$234K | – | 209 |
|
|
2018
Q4 | $234K | Hold |
2,235
| – | – | 0.05% | 142 |
|
|
2018
Q3 | $251K | Hold |
2,235
| – | – | 0.05% | 151 |
|
|
2018
Q2 | $249K | Sell |
2,235
-160
| -7% | -$17.8K | 0.06% | 148 |
|
|
2018
Q1 | $252K | Hold |
2,395
| – | – | 0.07% | 162 |
|
|
2017
Q4 | $273K | Hold |
2,395
| – | – | 0.07% | 147 |
|
|
2017
Q3 | $283K | Buy |
+2,395
| New | +$283K | 0.07% | 130 |
|