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