Demars Financial Group’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,410
| Closed | -$203K | – | 70 |
|
|
2024
Q1 | $203K | Sell |
1,410
-296
| -17% | -$42.6K | 0.1% | 67 |
|
|
2023
Q4 | $230K | Sell |
1,706
-410
| -19% | -$55.2K | 0.12% | 63 |
|
|
2023
Q3 | $256K | Hold |
2,116
| – | – | 0.15% | 70 |
|
|
2023
Q2 | $241K | Sell |
2,116
-178
| -8% | -$20.3K | 0.13% | 67 |
|
|
2023
Q1 | $226K | Sell |
2,294
-294
| -11% | -$28.9K | 0.12% | 70 |
|
|
2022
Q4 | $259K | Sell |
2,588
-2,237
| -46% | -$224K | 0.14% | 62 |
|
|
2022
Q3 | $479K | Sell |
4,825
-375
| -7% | -$37.2K | 0.28% | 50 |
|
|
2022
Q2 | $675K | Sell |
5,200
-831
| -14% | -$108K | 0.38% | 48 |
|
|
2022
Q1 | $855K | Sell |
6,031
-79
| -1% | -$11.2K | 0.43% | 46 |
|
|
2021
Q4 | $1.08M | Sell |
6,110
-19,952
| -77% | -$3.53M | 0.57% | 42 |
|
|
2021
Q3 | $3.77M | Sell |
26,062
-4,682
| -15% | -$676K | 2.22% | 15 |
|
|
2021
Q2 | $4.63M | Buy |
30,744
+705
| +2% | +$106K | 2.78% | 8 |
|
|
2021
Q1 | $4.23M | Buy |
30,039
+3,169
| +12% | +$446K | 2.85% | 7 |
|
|
2020
Q4 | $3.75M | Buy |
26,870
+2,967
| +12% | +$414K | 2.65% | 10 |
|
|
2020
Q3 | $3.51M | Buy |
23,903
+881
| +4% | +$129K | 2.67% | 9 |
|
|
2020
Q2 | $3.27M | Buy |
+23,022
| New | +$3.27M | 2.72% | 9 |
|