CPC
Consolidated Planning Corp’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,699
| Closed | -$833K | – | 192 |
|
|
2024
Q4 | $833K | Buy |
4,699
+1,507
| +47% | +$267K | 0.11% | 107 |
|
|
2024
Q3 | $516K | Buy |
3,192
+771
| +32% | +$125K | 0.08% | 127 |
|
|
2024
Q2 | $368K | Buy |
2,421
+565
| +30% | +$85.9K | 0.06% | 127 |
|
|
2024
Q1 | $267K | Buy |
+1,856
| New | +$267K | 0.05% | 152 |
|
|
2023
Q4 | – | Sell |
-2,808
| Closed | -$340K | – | 171 |
|
|
2023
Q3 | $340K | Sell |
2,808
-387
| -12% | -$46.8K | 0.08% | 116 |
|
|
2023
Q2 | $364K | Buy |
+3,195
| New | +$364K | 0.08% | 127 |
|
|
2021
Q4 | – | Sell |
-10
| Closed | -$1K | – | 162 |
|
|
2021
Q3 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 429 |
|