Baldwin Wealth Partners’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 |
-220
| Closed | -$35.6K | – | 442 |
|
|
2024
Q3 | $35.6K | Hold |
220
| – | – | ﹤0.01% | 605 |
|
|
2024
Q2 | $33.5K | Hold |
220
| – | – | ﹤0.01% | 403 |
|
|
2024
Q1 | $31.7K | Hold |
220
| – | – | ﹤0.01% | 433 |
|
|
2023
Q4 | $29.6K | Buy |
220
+185
| +529% | +$24.9K | ﹤0.01% | 448 |
|
|
2023
Q3 | $4.24K | Buy |
+35
| New | +$4.24K | ﹤0.01% | 639 |
|
|
2022
Q4 | – | Sell |
-73
| Closed | -$7K | – | 790 |
|
|
2022
Q3 | $7K | Hold |
73
| – | – | ﹤0.01% | 539 |
|
|
2022
Q2 | $9K | Hold |
73
| – | – | ﹤0.01% | 541 |
|
|
2022
Q1 | $10K | Buy |
73
+3
| +4% | +$411 | ﹤0.01% | 538 |
|
|
2021
Q4 | $12K | Hold |
70
| – | – | ﹤0.01% | 490 |
|
|
2021
Q3 | $10K | Buy |
70
+20
| +40% | +$2.86K | ﹤0.01% | 523 |
|
|
2021
Q2 | $8K | Hold |
50
| – | – | ﹤0.01% | 544 |
|
|
2021
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 534 |
|
|
2020
Q4 | $7K | Hold |
50
| – | – | ﹤0.01% | 479 |
|
|
2020
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 449 |
|
|
2020
Q2 | $7K | Hold |
50
| – | – | ﹤0.01% | 447 |
|
|
2020
Q1 | $7K | Hold |
50
| – | – | ﹤0.01% | 446 |
|
|
2019
Q4 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 473 |
|