Financial Gravity Asset 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
Q2 | – | Sell |
-2
| Closed | -$339 | – | 1717 |
|
|
2024
Q1 | $339 | Sell |
2
-389
| -99% | -$65.9K | ﹤0.01% | 1493 |
|
|
2023
Q4 | $1.77M | Buy |
391
+6
| +2% | +$27.1K | 0.02% | 244 |
|
|
2023
Q3 | $1.77M | Buy |
385
+258
| +203% | +$1.18M | 0.02% | 231 |
|
|
2023
Q2 | $857 | Buy |
127
+16
| +14% | +$108 | ﹤0.01% | 852 |
|
|
2023
Q1 | $686 | Sell |
111
-2
| -2% | -$12 | 0.02% | 411 |
|
|
2022
Q4 | $1K | Sell |
113
-329
| -74% | -$2.91K | 0.01% | 669 |
|
|
2022
Q3 | $696 | Sell |
442
-2,464
| -85% | -$3.88K | 0.02% | 369 |
|
|
2022
Q2 | $3.52K | Buy |
2,906
+2,150
| +284% | +$2.6K | 0.11% | 196 |
|
|
2022
Q1 | $999 | Sell |
756
-706
| -48% | -$933 | 0.03% | 340 |
|
|
2021
Q4 | $1.35K | Buy |
1,462
+1,408
| +2,607% | +$1.3K | 0.03% | 361 |
|
|
2021
Q3 | $151K | Hold |
54
| – | – | 0.07% | 241 |
|
|
2021
Q2 | $157K | Sell |
54
-1
| -2% | -$2.91K | 0.06% | 235 |
|
|
2021
Q1 | $1.26K | Buy |
55
+1
| +2% | +$23 | 0.03% | 272 |
|
|
2020
Q4 | $7K | Buy |
+54
| New | +$7K | 0.01% | 205 |
|
|
2020
Q1 | – | Hold |
0
| – | -$120K | – | 1179 |
|
|
2019
Q4 | – | Sell |
-3
| Closed | – | – | 251 |
|
|
2019
Q3 | $0 | Sell |
3
-70
| -96% | – | ﹤0.01% | 1279 |
|
|
2019
Q2 | $9K | Sell |
73
-87
| -54% | -$10.7K | 0.01% | 618 |
|
|
2019
Q1 | $19K | Buy |
+160
| New | +$19K | 0.02% | 449 |
|
|
2018
Q3 | $293K | Buy |
2,756
+465
| +20% | +$49.4K | 0.31% | 56 |
|
|
2018
Q2 | $277K | Sell |
2,291
-524
| -19% | -$63.4K | 0.26% | 72 |
|
|
2018
Q1 | $296K | Buy |
+2,815
| New | +$296K | 0.3% | 54 |
|