V 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
2021
Q4
Sell
-3,463
Closed -$500K 461
2021
Q3
$500K Sell
3,463
-233
-6% -$33.6K 0.08% 265
2021
Q2
$557K Sell
3,696
-1,055
-22% -$159K 0.09% 252
2021
Q1
$669K Sell
4,751
-4,974
-51% -$700K 0.12% 191
2020
Q4
$1.36M Buy
+9,725
New +$1.36M 0.28% 89
2020
Q3
Sell
-4,398
Closed -$625K 202
2020
Q2
$625K Buy
+4,398
New +$625K 0.16% 155