Baystate 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
Q4
$3.29K Sell
24
-7
-23% -$961 ﹤0.01% 971
2023
Q3
$3.85K Hold
31
﹤0.01% 717
2023
Q2
$3.59K Sell
31
-20
-39% -$2.32K ﹤0.01% 759
2023
Q1
$5.04K Buy
51
+1
+2% +$99 ﹤0.01% 686
2022
Q4
$5K Buy
50
+8
+19% +$800 ﹤0.01% 682
2022
Q3
$4K Sell
42
-102
-71% -$9.71K ﹤0.01% 659
2022
Q2
$19K Buy
144
+1
+0.7% +$132 ﹤0.01% 460
2022
Q1
$20K Buy
143
+2
+1% +$280 ﹤0.01% 453
2021
Q4
$25K Buy
141
+18
+15% +$3.19K ﹤0.01% 431
2021
Q3
$18K Buy
123
+101
+459% +$14.8K ﹤0.01% 441
2021
Q2
$3K Hold
22
﹤0.01% 606
2021
Q1
$3K Sell
22
-19
-46% -$2.59K ﹤0.01% 554
2020
Q4
$6K Buy
41
+19
+86% +$2.78K ﹤0.01% 472
2020
Q3
$3K Buy
22
+1
+5% +$136 ﹤0.01% 489
2020
Q2
$3K Sell
21
-51
-71% -$7.29K ﹤0.01% 496
2020
Q1
$10K Buy
72
+51
+243% +$7.08K ﹤0.01% 361
2019
Q4
$3K Hold
21
﹤0.01% 480
2019
Q3
$3K Buy
21
+1
+5% +$143 ﹤0.01% 454
2019
Q2
$2K Hold
20
﹤0.01% 484
2019
Q1
$2K Hold
20
﹤0.01% 498
2018
Q4
$2K Hold
20
﹤0.01% 504
2018
Q3
$2K Hold
20
﹤0.01% 517
2018
Q2
$2K Hold
20
﹤0.01% 535
2018
Q1
$2K Sell
20
-115
-85% -$11.5K ﹤0.01% 496
2017
Q4
$15K Hold
135
﹤0.01% 322
2017
Q3
$16K Buy
135
+115
+575% +$13.6K ﹤0.01% 303
2017
Q2
$2K Hold
20
﹤0.01% 482
2017
Q1
$2K Buy
+20
New +$2K ﹤0.01% 454