Ellevest Inc’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
Q2 | – | Sell |
-230
| Closed | -$22.6K | – | 686 |
|
|
2023
Q1 | $22.6K | Buy |
230
+17
| +8% | +$1.67K | ﹤0.01% | 819 |
|
|
2022
Q4 | $21.4K | Buy |
213
+97
| +84% | +$9.73K | ﹤0.01% | 835 |
|
|
2022
Q3 | $12K | Buy |
116
+42
| +57% | +$4.35K | ﹤0.01% | 942 |
|
|
2022
Q2 | $10K | Buy |
74
+22
| +42% | +$2.97K | ﹤0.01% | 882 |
|
|
2022
Q1 | $7K | Buy |
52
+15
| +41% | +$2.02K | ﹤0.01% | 951 |
|
|
2021
Q4 | $7K | Buy |
37
+1
| +3% | +$189 | ﹤0.01% | 922 |
|
|
2021
Q3 | $5K | Buy |
36
+2
| +6% | +$278 | ﹤0.01% | 956 |
|
|
2021
Q2 | $5K | Hold |
34
| – | – | ﹤0.01% | 889 |
|
|
2021
Q1 | $5K | Hold |
34
| – | – | ﹤0.01% | 899 |
|
|
2020
Q4 | $5K | Sell |
34
-56
| -62% | -$8.24K | ﹤0.01% | 834 |
|
|
2020
Q3 | $13K | Buy |
90
+28
| +45% | +$4.04K | ﹤0.01% | 602 |
|
|
2020
Q2 | $9K | Buy |
62
+48
| +343% | +$6.97K | ﹤0.01% | 637 |
|
|
2020
Q1 | $2K | Sell |
14
-36
| -72% | -$5.14K | ﹤0.01% | 755 |
|
|
2019
Q4 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 573 |
|