Willingdon Wealth Management’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
Q1 | $1K | Sell |
8
-17,690
| -100% | -$2.21M | ﹤0.01% | 263 |
|
|
2019
Q4 | $2.12M | Buy |
17,698
+304
| +2% | +$36.4K | 0.44% | 73 |
|
|
2019
Q3 | $2.26M | Buy |
17,394
+697
| +4% | +$90.5K | 0.5% | 71 |
|
|
2019
Q2 | $1.97M | Buy |
16,697
+401
| +2% | +$47.2K | 0.46% | 73 |
|
|
2019
Q1 | $1.94M | Buy |
16,296
+467
| +3% | +$55.6K | 0.48% | 72 |
|
|
2018
Q4 | $1.69M | Sell |
15,829
-842
| -5% | -$89.7K | 0.49% | 81 |
|
|
2018
Q3 | $1.88M | Buy |
16,671
+35
| +0.2% | +$3.94K | 0.51% | 80 |
|
|
2018
Q2 | $1.86M | Sell |
16,636
-764
| -4% | -$85.2K | 0.57% | 78 |
|
|
2018
Q1 | $1.83M | Sell |
17,400
-5,220
| -23% | -$550K | 0.58% | 75 |
|
|
2017
Q4 | $2.58M | Sell |
22,620
-293
| -1% | -$33.4K | 0.85% | 52 |
|
|
2017
Q3 | $2.71M | Buy |
22,913
+84
| +0.4% | +$9.94K | 0.99% | 41 |
|
|
2017
Q2 | $2.58M | Buy |
+22,829
| New | +$2.58M | 1.02% | 38 |
|