ACG Wealth’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-93
| Closed | -$12K | – | 415 |
|
|
2022
Q2 | $12K | Buy |
+93
| New | +$12K | ﹤0.01% | 665 |
|
|
2022
Q1 | – | Sell |
-1,225
| Closed | -$217K | – | 283 |
|
|
2021
Q4 | $217K | Buy |
+1,225
| New | +$217K | 0.03% | 300 |
|
|
2021
Q1 | – | Sell |
-1,571
| Closed | -$219K | – | 312 |
|
|
2020
Q4 | $219K | Buy |
+1,571
| New | +$219K | 0.03% | 281 |
|
|
2018
Q2 | – | Sell |
-19,089
| Closed | -$2.01M | – | 303 |
|
|
2018
Q1 | $2.01M | Buy |
19,089
+1,429
| +8% | +$151K | 0.3% | 82 |
|
|
2017
Q4 | $2.01M | Buy |
+17,660
| New | +$2.01M | 0.3% | 86 |
|