YorkBridge Wealth Partners’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
Q3 | – | Sell |
-150
| Closed | -$17K | – | 773 |
|
|
2018
Q2 | $17K | Hold |
150
| – | – | 0.01% | 566 |
|
|
2018
Q1 | $15K | Hold |
150
| – | – | 0.01% | 582 |
|
|
2017
Q4 | $16K | Hold |
150
| – | – | 0.01% | 574 |
|
|
2017
Q3 | $18K | Hold |
150
| – | – | 0.01% | 549 |
|
|
2017
Q2 | $17K | Hold |
150
| – | – | 0.01% | 549 |
|
|
2017
Q1 | $17K | Hold |
150
| – | – | 0.01% | 540 |
|
|
2016
Q4 | $14K | Buy |
+150
| New | +$14K | 0.01% | 515 |
|