Westover Capital 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 |
-6,742
| Closed | -$768K | – | 111 |
|
|
2017
Q4 | $768K | Sell |
6,742
-331
| -5% | -$37.7K | 0.42% | 70 |
|
|
2017
Q3 | $837K | Sell |
7,073
-3,760
| -35% | -$445K | 0.49% | 55 |
|
|
2017
Q2 | $1.22M | Sell |
10,833
-86
| -0.8% | -$9.72K | 0.81% | 42 |
|
|
2017
Q1 | $1.16M | Sell |
10,919
-34
| -0.3% | -$3.62K | 0.77% | 43 |
|
|
2016
Q4 | $1.08M | Buy |
10,953
+8,660
| +378% | +$851K | 0.77% | 41 |
|
|
2016
Q3 | $223K | Buy |
+2,293
| New | +$223K | 0.17% | 84 |
|