Staton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4.27M | Sell |
37,844
-705
| -2% | -$79.6K | 3.63% | 9 |
|
|
2017
Q1 | $4.1M | Sell |
38,549
-276
| -0.7% | -$29.4K | 3.52% | 9 |
|
|
2016
Q4 | $3.82M | Sell |
38,825
-175
| -0.4% | -$17.2K | 3.44% | 9 |
|
|
2016
Q3 | $3.79M | Sell |
39,000
-7,111
| -15% | -$691K | 3.47% | 10 |
|
|
2016
Q2 | $5.03M | Sell |
46,111
-11,078
| -19% | -$1.21M | 4.6% | 4 |
|
|
2016
Q1 | $5.06M | Sell |
57,189
-18,006
| -24% | -$1.59M | 4.85% | 4 |
|
|
2015
Q4 | $5.69M | Sell |
75,195
-4,360
| -5% | -$330K | 5.82% | 3 |
|
|
2015
Q3 | $5.2M | Sell |
79,555
-805
| -1% | -$52.6K | 5.51% | 3 |
|
|
2015
Q2 | $5.36M | Buy |
80,360
+1,520
| +2% | +$101K | 5.09% | 4 |
|
|
2015
Q1 | $5.2M | Buy |
+78,840
| New | +$5.2M | 4.75% | 6 |
|