EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | -$666K | – | 429 |
|
|
2024
Q2 | – | Sell |
-4,340
| Closed | -$625K | – | 148 |
|
|
2024
Q1 | $625K | Buy |
4,340
+46
| +1% | +$6.63K | 0.15% | 153 |
|
|
2023
Q4 | $611K | Buy |
4,294
+78
| +2% | +$11.1K | 0.16% | 147 |
|
|
2023
Q3 | $510K | Sell |
4,216
-604
| -13% | -$73.1K | 0.15% | 146 |
|
|
2023
Q2 | $549K | Sell |
4,820
-171
| -3% | -$19.5K | 0.16% | 141 |
|
|
2023
Q1 | $491K | Buy |
4,991
+2,551
| +105% | +$251K | 0.15% | 142 |
|
|
2022
Q4 | $245K | Buy |
2,440
+150
| +7% | +$15K | 0.09% | 183 |
|
|
2022
Q3 | $227K | Buy |
2,290
+266
| +13% | +$26.4K | 0.09% | 187 |
|
|
2022
Q2 | $263K | Buy |
2,024
+13
| +0.6% | +$1.69K | 0.11% | 172 |
|
|
2022
Q1 | $285K | Buy |
2,011
+171
| +9% | +$24.2K | 0.1% | 182 |
|
|
2021
Q4 | $326K | Buy |
1,840
+103
| +6% | +$18.2K | 0.11% | 160 |
|
|
2021
Q3 | $251K | Buy |
1,737
+93
| +6% | +$13.4K | 0.1% | 179 |
|
|
2021
Q2 | $247K | Buy |
+1,644
| New | +$247K | 0.1% | 173 |
|
|
2020
Q2 | – | Sell |
-606
| Closed | -$84K | – | 285 |
|
|
2020
Q1 | $84K | Buy |
606
+107
| +21% | +$14.8K | 0.06% | 197 |
|
|
2019
Q4 | $60K | Buy |
+499
| New | +$60K | 0.04% | 211 |
|