Elk River Wealth Management’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
Q1 | – | Sell |
-20,224
| Closed | -$2.05M | – | 111 |
|
|
2022
Q4 | $2.05M | Sell |
20,224
-5,706
| -22% | -$579K | 0.5% | 47 |
|
|
2022
Q3 | $2.57M | Buy |
25,930
+865
| +3% | +$85.8K | 0.68% | 43 |
|
|
2022
Q2 | $3.25M | Buy |
25,065
+718
| +3% | +$93.2K | 0.82% | 39 |
|
|
2022
Q1 | $3.45M | Buy |
24,347
+2,093
| +9% | +$297K | 0.75% | 43 |
|
|
2021
Q4 | $3.96M | Sell |
22,254
-472
| -2% | -$84K | 0.9% | 37 |
|
|
2021
Q3 | $3.28M | Buy |
22,726
+766
| +3% | +$111K | 0.83% | 42 |
|
|
2021
Q2 | $3.3M | Buy |
21,960
+262
| +1% | +$39.4K | 0.86% | 43 |
|
|
2021
Q1 | $3.06M | Buy |
21,698
+1,424
| +7% | +$201K | 0.87% | 41 |
|
|
2020
Q4 | $2.85M | Buy |
+20,274
| New | +$2.85M | 0.94% | 38 |
|