Circle 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
2021 Q1	–	Sell	-1,936	Closed	-$270K	–	172
2020 Q4	$270K	Sell	1,936 -20	-1%	-$2.79K	0.04%	199
2020 Q3	$287K	Hold	1,956	–	–	0.05%	162
2020 Q2	$278K	Sell	1,956 -1,192	-38%	-$169K	0.05%	156
2020 Q1	$437K	Buy	+3,148	New	+$437K	0.09%	115