Baker Tilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,376
| Closed | -$332K | – | 557 |
|
|
2023
Q1 | $332K | Buy |
3,376
+41
| +1% | +$4.03K | 0.04% | 430 |
|
|
2022
Q4 | $334K | Sell |
3,335
-696
| -17% | -$69.8K | 0.04% | 411 |
|
|
2022
Q3 | $400K | Sell |
4,031
-10
| -0.2% | -$992 | 0.05% | 347 |
|
|
2022
Q2 | $525K | Sell |
4,041
-297
| -7% | -$38.6K | 0.07% | 292 |
|
|
2022
Q1 | $615K | Sell |
4,338
-456
| -10% | -$64.6K | 0.07% | 286 |
|
|
2021
Q4 | $848K | Buy |
4,794
+1,158
| +32% | +$205K | 0.09% | 239 |
|
|
2021
Q3 | $525K | Buy |
3,636
+280
| +8% | +$40.4K | 0.07% | 303 |
|
|
2021
Q2 | $505K | Sell |
3,356
-360
| -10% | -$54.2K | 0.08% | 274 |
|
|
2021
Q1 | $523K | Buy |
3,716
+964
| +35% | +$136K | 0.11% | 230 |
|
|
2020
Q4 | $384K | Buy |
+2,752
| New | +$384K | 0.12% | 191 |
|