PWAG
Polaris Wealth Advisory Group’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-165
| Closed | -$19K | – | 221 |
|
|
2018
Q3 | $19K | Buy |
+165
| New | +$19K | ﹤0.01% | 333 |
|
|
2016
Q2 | – | Sell |
-3,321
| Closed | -$294K | – | 112 |
|
|
2016
Q1 | $294K | Sell |
3,321
-6,665
| -67% | -$590K | 0.05% | 91 |
|
|
2015
Q4 | $755K | Buy |
+9,986
| New | +$755K | 0.12% | 68 |
|