Wealthfront’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $420K | Sell |
3,736
-102
| -3% | -$11.5K | ﹤0.01% | 405 |
|
|
2018
Q2 | $428K | Sell |
3,838
-211
| -5% | -$23.5K | ﹤0.01% | 386 |
|
|
2018
Q1 | $427K | Buy |
4,049
+1,571
| +63% | +$166K | ﹤0.01% | 396 |
|
|
2017
Q4 | $282K | Buy |
2,478
+588
| +31% | +$66.9K | ﹤0.01% | 439 |
|
|
2017
Q3 | $224K | Sell |
1,890
-246
| -12% | -$29.2K | ﹤0.01% | 473 |
|
|
2017
Q2 | $241K | Buy |
+2,136
| New | +$241K | ﹤0.01% | 418 |
|
|
2015
Q4 | – | Sell |
-60
| Closed | -$4K | – | 470 |
|
|
2015
Q3 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 1121 |
|
|
2015
Q1 | – | Sell |
-15
| Closed | -$1K | – | 1207 |
|
|
2014
Q4 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 619 |
|