WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $855K | Buy |
7,566
+4,338
| +134% | +$490K | 0.19% | 123 |
|
|
2017
Q1 | $343K | Sell |
3,228
-105
| -3% | -$11.2K | 0.09% | 236 |
|
|
2016
Q4 | $328K | Buy |
3,333
+112
| +3% | +$11K | 0.08% | 264 |
|
|
2016
Q3 | $313K | Sell |
3,221
-10,312
| -76% | -$1M | 0.08% | 261 |
|
|
2016
Q2 | $1.48M | Sell |
13,533
-103
| -0.8% | -$11.2K | 0.39% | 61 |
|
|
2016
Q1 | $1.21M | Buy |
13,636
+379
| +3% | +$33.5K | 0.35% | 70 |
|
|
2015
Q4 | $1M | Sell |
13,257
-296
| -2% | -$22.4K | 0.3% | 77 |
|
|
2015
Q3 | $885K | Buy |
13,553
+1,839
| +16% | +$120K | 0.28% | 81 |
|
|
2015
Q2 | $781K | Buy |
11,714
+1,155
| +11% | +$77K | 0.22% | 105 |
|
|
2015
Q1 | $696K | Buy |
10,559
+213
| +2% | +$14K | 0.19% | 120 |
|
|
2014
Q4 | $686K | Buy |
10,346
+973
| +10% | +$64.5K | 0.14% | 164 |
|
|
2014
Q3 | $585K | Sell |
9,373
-23
| -0.2% | -$1.44K | 0.11% | 217 |
|
|
2014
Q2 | $548K | Buy |
9,396
+6,784
| +260% | +$396K | 0.1% | 235 |
|
|
2014
Q1 | $139K | Buy |
2,612
+549
| +27% | +$29.2K | 0.03% | 525 |
|
|
2013
Q4 | $101K | Sell |
2,063
-890
| -30% | -$43.6K | 0.01% | 735 |
|
|
2013
Q3 | $157K | Sell |
2,953
-324
| -10% | -$17.2K | 0.02% | 561 |
|
|
2013
Q2 | $200K | Buy |
+3,277
| New | +$200K | 0.03% | 455 |
|