Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,040
| Closed | -$111K | – | 514 |
|
|
2018
Q4 | $111K | Sell |
1,040
-185
| -15% | -$19.7K | 0.03% | 253 |
|
|
2018
Q3 | $138K | Hold |
1,225
| – | – | 0.03% | 250 |
|
|
2018
Q2 | $137K | Sell |
1,225
-500
| -29% | -$55.9K | 0.04% | 255 |
|
|
2018
Q1 | $182K | Hold |
1,725
| – | – | 0.05% | 226 |
|
|
2017
Q4 | $196K | Hold |
1,725
| – | – | 0.05% | 218 |
|
|
2017
Q3 | $204K | Sell |
1,725
-75
| -4% | -$8.87K | 0.06% | 212 |
|
|
2017
Q2 | $203K | Buy |
+1,800
| New | +$203K | 0.06% | 210 |
|