Artemis Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-284
| Closed | -$34.4K | – | 39 |
|
|
2023
Q3 | $34.4K | Hold |
284
| – | – | 0.01% | 52 |
|
|
2023
Q2 | $32.3K | Hold |
284
| – | – | 0.01% | 54 |
|
|
2023
Q1 | $27.9K | Sell |
284
-1,581
| -85% | -$155K | 0.01% | 47 |
|
|
2022
Q4 | $187K | Sell |
1,865
-557
| -23% | -$55.9K | 0.06% | 27 |
|
|
2022
Q3 | $240K | Hold |
2,422
| – | – | 0.06% | 26 |
|
|
2022
Q2 | $314K | Buy |
+2,422
| New | +$314K | 0.09% | 24 |
|