Concentric Wealth Management’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6M | Sell |
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|
2024
Q2 | $5.68M | Buy |
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|
2024
Q1 | $5.28M | Buy |
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|
2023
Q4 | $4.84M | Buy |
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|
2023
Q3 | $4.3M | Buy |
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|
2023
Q2 | $4M | Buy |
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|
2023
Q1 | $3.17M | Buy |
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|
2022
Q4 | $3.2M | Buy |
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|
2022
Q3 | $1.88M | Buy |
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|
2022
Q2 | $2.37M | Buy |
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|
2022
Q1 | $2.43M | Buy |
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|
2021
Q4 | $2.93M | Buy |
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|
2021
Q3 | $2.35M | Buy |
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|
2021
Q2 | $2.42M | Buy |
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|
2021
Q1 | $2.22M | Buy |
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|
2020
Q4 | $2M | Buy |
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|
2020
Q3 | $2M | Buy |
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|
2020
Q2 | $1.92M | Buy |
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|
2020
Q1 | $1.81M | Buy |
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|
2019
Q4 | $1.52M | Buy |
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|
2019
Q3 | $1.64M | Sell |
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|
2019
Q2 | $1.5M | Buy |
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|
2019
Q1 | $1.5M | Buy |
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|
2018
Q4 | $1.34M | Buy |
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|
2018
Q3 | $1.33M | Sell |
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|
2018
Q2 | $1.36M | Buy |
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|
2018
Q1 | $1.27M | Buy |
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|
2017
Q4 | $1.34M | Buy |
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|
2017
Q3 | $1.34M | Buy |
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|
2017
Q2 | $1.28M | Sell |
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|
2017
Q1 | $1.22M | Buy |
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|
2016
Q4 | $1.08M | Buy |
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