Atlas Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,506
| Closed | -$244K | – | 43 |
|
|
2024
Q3 | $244K | Buy |
1,506
+2
| +0.1% | +$324 | 0.39% | 32 |
|
|
2024
Q2 | $229K | Sell |
1,504
-226
| -13% | -$34.4K | 0.38% | 30 |
|
|
2024
Q1 | $249K | Buy |
1,730
+39
| +2% | +$5.62K | 0.39% | 29 |
|
|
2023
Q4 | $228K | Sell |
1,691
-1,555
| -48% | -$209K | 0.37% | 28 |
|
|
2023
Q3 | $393K | Buy |
+3,246
| New | +$393K | 0.31% | 27 |
|