WESPAC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-16,191
| Closed | -$1.84M | – | 152 |
|
|
2017
Q4 | $1.84M | Sell |
16,191
-7,595
| -32% | -$865K | 1.71% | 19 |
|
|
2017
Q3 | $2.82M | Sell |
23,786
-1,738
| -7% | -$206K | 1.86% | 12 |
|
|
2017
Q2 | $2.88M | Buy |
25,524
+9,944
| +64% | +$1.12M | 1.97% | 9 |
|
|
2017
Q1 | $1.66M | Sell |
15,580
-1,370
| -8% | -$146K | 1.91% | 11 |
|
|
2016
Q4 | $1.67M | Buy |
+16,950
| New | +$1.67M | 1.87% | 13 |
|
|
2016
Q2 | – | Sell |
-16,579
| Closed | -$1.47M | – | 107 |
|
|
2016
Q1 | $1.47M | Sell |
16,579
-6,278
| -27% | -$556K | 1.82% | 11 |
|
|
2015
Q4 | $1.73M | Buy |
22,857
+1,760
| +8% | +$133K | 2% | 13 |
|
|
2015
Q3 | $1.38M | Sell |
21,097
-10,254
| -33% | -$670K | 2.42% | 16 |
|
|
2015
Q2 | $2.09M | Buy |
+31,351
| New | +$2.09M | 1.57% | 23 |
|