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 |
|