Reilly Financial Advisors’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-46
| Closed | -$3K | – | 829 |
|
2014
Q3 | $3K | Hold |
46
| – | – | ﹤0.01% | 708 |
|
2014
Q2 | $3K | Hold |
46
| – | – | ﹤0.01% | 744 |
|
2014
Q1 | $2K | Sell |
46
-18
| -28% | -$783 | ﹤0.01% | 755 |
|
2013
Q4 | $3K | Hold |
64
| – | – | ﹤0.01% | 745 |
|
2013
Q3 | $4K | Sell |
64
-133
| -68% | -$8.31K | ﹤0.01% | 619 |
|
2013
Q2 | $12K | Buy |
+197
| New | +$12K | ﹤0.01% | 434 |
|