CWM
DLR icon

Compass Wealth Management’s Digital Realty Trust DLR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-207
Closed -$20.4K 414
2023
Q1
$20.4K Hold
207
0.01% 321
2022
Q4
$20.8K Buy
+207
New +$20.8K 0.01% 315