Wealthspire Advisors (Maryland)’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
Q3 | $1.14M | Buy |
7,788
+104
| +1% | +$15.3K | 0.04% | 179 |
|
|
2020
Q2 | $1.09M | Buy |
7,684
+263
| +4% | +$37.4K | 0.08% | 149 |
|
|
2020
Q1 | $1.03M | Sell |
7,421
-888
| -11% | -$123K | 0.09% | 128 |
|
|
2019
Q4 | $995K | Sell |
8,309
-40
| -0.5% | -$4.79K | 0.07% | 173 |
|
|
2019
Q3 | $1.08M | Buy |
8,349
+2,480
| +42% | +$322K | 0.08% | 132 |
|
|
2019
Q2 | $691K | Buy |
5,869
+4,554
| +346% | +$536K | 0.05% | 199 |
|
|
2019
Q1 | $156K | Sell |
1,315
-23
| -2% | -$2.73K | 0.01% | 497 |
|
|
2018
Q4 | $143K | Sell |
1,338
-287
| -18% | -$30.7K | 0.01% | 496 |
|
|
2018
Q3 | $183K | Buy |
1,625
+46
| +3% | +$5.18K | 0.02% | 484 |
|
|
2018
Q2 | $176K | Sell |
1,579
-277
| -15% | -$30.9K | 0.02% | 499 |
|
|
2018
Q1 | $196K | Sell |
1,856
-83
| -4% | -$8.77K | 0.02% | 476 |
|
|
2017
Q4 | $221K | Sell |
1,939
-104
| -5% | -$11.9K | 0.02% | 448 |
|
|
2017
Q3 | $242K | Buy |
2,043
+364
| +22% | +$43.1K | 0.03% | 413 |
|
|
2017
Q2 | $190K | Sell |
1,679
-256
| -13% | -$29K | 0.02% | 464 |
|
|
2017
Q1 | $206K | Sell |
1,935
-315
| -14% | -$33.5K | 0.03% | 381 |
|
|
2016
Q4 | $221K | Sell |
2,250
-131
| -6% | -$12.9K | 0.03% | 344 |
|
|
2016
Q3 | $231K | Sell |
2,381
-1,008
| -30% | -$97.8K | 0.04% | 336 |
|
|
2016
Q2 | $369K | Sell |
3,389
-100
| -3% | -$10.9K | 0.06% | 211 |
|
|
2016
Q1 | $309K | Sell |
3,489
-1,162
| -25% | -$103K | 0.05% | 247 |
|
|
2015
Q4 | $352K | Buy |
+4,651
| New | +$352K | 0.07% | 217 |
|