Cary Street Partners Investment Advisory’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 | – | Sell |
-115
| Closed | -$13.9K | – | 906 |
|
2023
Q3 | $13.9K | Buy |
115
+48
| +72% | +$5.81K | ﹤0.01% | 1211 |
|
2023
Q2 | $7.63K | Hold |
67
| – | – | ﹤0.01% | 1304 |
|
2023
Q1 | $6.59K | Sell |
67
-26
| -28% | -$2.56K | ﹤0.01% | 1253 |
|
2022
Q4 | $9.33K | Buy |
+93
| New | +$9.33K | ﹤0.01% | 1176 |
|
2020
Q4 | – | Sell |
-143
| Closed | -$21K | – | 477 |
|
2020
Q3 | $21K | Buy |
+143
| New | +$21K | ﹤0.01% | 639 |
|