Buckingham Strategic Wealth’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
Q2 | $267K | Buy |
1,755
+38
| +2% | +$5.78K | ﹤0.01% | 630 |
|
|
2024
Q1 | $247K | Buy |
1,717
+133
| +8% | +$19.2K | ﹤0.01% | 642 |
|
|
2023
Q4 | $213K | Buy |
+1,584
| New | +$213K | ﹤0.01% | 666 |
|
|
2023
Q3 | – | Sell |
-1,816
| Closed | -$207K | – | 690 |
|
|
2023
Q2 | $207K | Buy |
+1,816
| New | +$207K | ﹤0.01% | 633 |
|
|
2022
Q4 | – | Sell |
-2,557
| Closed | -$254K | – | 632 |
|
|
2022
Q3 | $254K | Buy |
2,557
+312
| +14% | +$31K | 0.01% | 502 |
|
|
2022
Q2 | $291K | Buy |
2,245
+77
| +4% | +$9.98K | 0.01% | 471 |
|
|
2022
Q1 | $307K | Sell |
2,168
-196
| -8% | -$27.8K | 0.01% | 465 |
|
|
2021
Q4 | $418K | Sell |
2,364
-366
| -13% | -$64.7K | 0.01% | 402 |
|
|
2021
Q3 | $394K | Buy |
2,730
+59
| +2% | +$8.52K | 0.01% | 409 |
|
|
2021
Q2 | $402K | Buy |
2,671
+320
| +14% | +$48.2K | 0.01% | 409 |
|
|
2021
Q1 | $331K | Sell |
2,351
-173
| -7% | -$24.4K | 0.02% | 413 |
|
|
2020
Q4 | $352K | Buy |
+2,524
| New | +$352K | 0.02% | 389 |
|