TWA
TCI Wealth Advisors’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-74
| Closed | -$7.28K | – | 747 |
|
|
2023
Q1 | $7.28K | Buy |
74
+58
| +363% | +$5.7K | ﹤0.01% | 1282 |
|
|
2022
Q4 | $1.6K | Sell |
16
-254
| -94% | -$25.5K | ﹤0.01% | 2023 |
|
|
2022
Q3 | $27K | Sell |
270
-88
| -25% | -$8.8K | ﹤0.01% | 539 |
|
|
2022
Q2 | $46K | Buy |
358
+211
| +144% | +$27.1K | 0.01% | 388 |
|
|
2022
Q1 | $21K | Sell |
147
-89
| -38% | -$12.7K | ﹤0.01% | 673 |
|
|
2021
Q4 | $42K | Buy |
236
+61
| +35% | +$10.9K | 0.01% | 449 |
|
|
2021
Q3 | $25K | Buy |
175
+74
| +73% | +$10.6K | ﹤0.01% | 582 |
|
|
2021
Q2 | $15K | Buy |
101
+26
| +35% | +$3.86K | ﹤0.01% | 689 |
|
|
2021
Q1 | $11K | Buy |
75
+45
| +150% | +$6.6K | ﹤0.01% | 785 |
|
|
2020
Q4 | $4K | Buy |
30
+6
| +25% | +$800 | ﹤0.01% | 923 |
|
|
2020
Q3 | $4K | Hold |
24
| – | – | ﹤0.01% | 815 |
|
|
2020
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 875 |
|
|
2020
Q1 | $3K | Sell |
24
-10
| -29% | -$1.25K | ﹤0.01% | 837 |
|
|
2019
Q4 | $4K | Buy |
34
+10
| +42% | +$1.18K | ﹤0.01% | 902 |
|
|
2019
Q3 | $3K | Sell |
24
-3
| -11% | -$375 | ﹤0.01% | 938 |
|
|
2019
Q2 | $3K | Sell |
27
-3
| -10% | -$333 | ﹤0.01% | 877 |
|
|
2019
Q1 | $4K | Sell |
30
-2
| -6% | -$267 | ﹤0.01% | 828 |
|
|
2018
Q4 | $3K | Sell |
32
-3
| -9% | -$281 | ﹤0.01% | 877 |
|
|
2018
Q3 | $4K | Sell |
35
-1
| -3% | -$114 | ﹤0.01% | 827 |
|
|
2018
Q2 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 832 |
|
|
2017
Q2 | – | Sell |
-150
| Closed | -$16K | – | 1343 |
|
|
2017
Q1 | $16K | Buy |
150
+84
| +127% | +$8.96K | 0.01% | 482 |
|
|
2016
Q4 | $6K | Buy |
66
+42
| +175% | +$3.82K | ﹤0.01% | 727 |
|
|
2016
Q3 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 959 |
|
|
2014
Q2 | – | Sell |
-22
| Closed | -$1K | – | 900 |
|
|
2014
Q1 | $1K | Hold |
22
| – | – | ﹤0.01% | 784 |
|
|
2013
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 765 |
|
|
2013
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 685 |
|
|
2013
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 645 |
|