Partnervest Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,024
| Closed | -$267K | – | 169 |
|
|
2014
Q4 | $267K | Hold |
4,024
| – | – | 0.13% | 120 |
|
|
2014
Q3 | $251K | Buy |
4,024
+795
| +25% | +$49.6K | 0.13% | 128 |
|
|
2014
Q2 | $188K | Buy |
3,229
+1,115
| +53% | +$64.9K | 0.08% | 159 |
|
|
2014
Q1 | $112K | Buy |
+2,114
| New | +$112K | 0.05% | 222 |
|
|
2013
Q4 | – | Sell |
-38
| Closed | -$2K | – | 1015 |
|
|
2013
Q3 | $2K | Hold |
38
| – | – | ﹤0.01% | 933 |
|
|
2013
Q2 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 871 |
|