Transform Wealth’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-2,715
| Closed | -$398K | – | 204 |
|
|
2020
Q3 | $398K | Sell |
2,715
-1,414
| -34% | -$207K | 0.06% | 159 |
|
|
2020
Q2 | $587K | Buy |
4,129
+741
| +22% | +$105K | 0.1% | 140 |
|
|
2020
Q1 | $471K | Buy |
3,388
+925
| +38% | +$129K | 0.1% | 146 |
|
|
2019
Q4 | $295K | Buy |
+2,463
| New | +$295K | 0.05% | 192 |
|
|
2016
Q3 | – | Sell |
-21,625
| Closed | -$2.36M | – | 206 |
|
|
2016
Q2 | $2.36M | Buy |
+21,625
| New | +$2.36M | 0.99% | 16 |
|