Clearview Wealth Advisors’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
Q3 | – | Sell |
-51
| Closed | -$5.81K | – | 239 |
|
|
2023
Q2 | $5.81K | Hold |
51
| – | – | 0.01% | 411 |
|
|
2023
Q1 | $5.01K | Hold |
51
| – | – | 0.01% | 428 |
|
|
2022
Q4 | $5.11K | Hold |
51
| – | – | ﹤0.01% | 394 |
|
|
2022
Q3 | $5K | Sell |
51
-35
| -41% | -$3.43K | ﹤0.01% | 405 |
|
|
2022
Q2 | $11K | Sell |
86
-61
| -41% | -$7.8K | 0.01% | 344 |
|
|
2022
Q1 | $21K | Sell |
147
-234
| -61% | -$33.4K | 0.01% | 295 |
|
|
2021
Q4 | $67K | Buy |
381
+45
| +13% | +$7.91K | 0.04% | 207 |
|
|
2021
Q3 | $49K | Sell |
336
-52
| -13% | -$7.58K | 0.03% | 234 |
|
|
2021
Q2 | $58K | Buy |
388
+214
| +123% | +$32K | 0.04% | 229 |
|
|
2021
Q1 | $25K | Buy |
+174
| New | +$25K | 0.02% | 306 |
|