Atlas Private 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $2.38M | Buy |
16,552
+2,242
| +16% | +$323K | 1% | 32 |
|
2023
Q4 | $1.93M | Buy |
14,310
+1,082
| +8% | +$146K | 0.91% | 37 |
|
2023
Q3 | $1.6M | Buy |
13,228
+759
| +6% | +$91.9K | 0.86% | 38 |
|
2023
Q2 | $1.42M | Buy |
12,469
+831
| +7% | +$94.6K | 0.75% | 48 |
|
2023
Q1 | $1.14M | Buy |
11,638
+343
| +3% | +$33.7K | 0.69% | 50 |
|
2022
Q4 | $1.13M | Buy |
11,295
+1,148
| +11% | +$115K | 0.52% | 43 |
|
2022
Q3 | $1.01M | Buy |
10,147
+748
| +8% | +$74.2K | 0.73% | 44 |
|
2022
Q2 | $1.22M | Sell |
9,399
-26
| -0.3% | -$3.38K | 0.83% | 37 |
|
2022
Q1 | $1.34M | Buy |
9,425
+577
| +7% | +$81.9K | 0.78% | 39 |
|
2021
Q4 | $1.57M | Buy |
8,848
+72
| +0.8% | +$12.7K | 0.87% | 35 |
|
2021
Q3 | $1.27M | Buy |
8,776
+287
| +3% | +$41.5K | 0.78% | 42 |
|
2021
Q2 | $1.28M | Buy |
8,489
+755
| +10% | +$114K | 0.79% | 43 |
|
2021
Q1 | $1.09M | Buy |
7,734
+667
| +9% | +$93.9K | 0.7% | 41 |
|
2020
Q4 | $986K | Sell |
7,067
-19
| -0.3% | -$2.65K | 0.7% | 43 |
|
2020
Q3 | $1.04M | Buy |
7,086
+543
| +8% | +$79.7K | 0.81% | 36 |
|
2020
Q2 | $930K | Buy |
6,543
+3
| +0% | +$426 | 0.75% | 35 |
|
2020
Q1 | $908K | Buy |
6,540
+446
| +7% | +$61.9K | 0.84% | 32 |
|
2019
Q4 | $730K | Buy |
+6,094
| New | +$730K | 0.56% | 52 |
|