BerganKDV 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 |
-50
| Closed | -$4.87K | – | 920 |
|
|
2023
Q1 | $4.87K | Buy |
50
+49
| +4,900% | +$4.78K | ﹤0.01% | 694 |
|
|
2022
Q4 | $56 | Sell |
1
-14
| -93% | -$784 | ﹤0.01% | 1026 |
|
|
2022
Q3 | $2K | Buy |
15
+3
| +25% | +$400 | ﹤0.01% | 795 |
|
|
2022
Q2 | $2K | Sell |
12
-2
| -14% | -$333 | ﹤0.01% | 815 |
|
|
2022
Q1 | $2K | Sell |
14
-2
| -13% | -$286 | ﹤0.01% | 844 |
|
|
2021
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 851 |
|
|
2021
Q3 | $2K | Buy |
16
+2
| +14% | +$250 | ﹤0.01% | 868 |
|
|
2021
Q2 | $2K | Hold |
14
| – | – | ﹤0.01% | 802 |
|
|
2021
Q1 | $2K | Sell |
14
-6
| -30% | -$857 | ﹤0.01% | 768 |
|
|
2020
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 724 |
|
|
2020
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 637 |
|
|
2020
Q2 | $3K | Buy |
20
+14
| +233% | +$2.1K | ﹤0.01% | 693 |
|
|
2020
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 810 |
|
|
2019
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 837 |
|