GW
GW & Wade’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $248K | Hold |
1,840
| – | – | 0.01% | 366 |
|
|
2023
Q3 | $223K | Sell |
1,840
-156
| -8% | -$18.9K | 0.01% | 367 |
|
|
2023
Q2 | $227K | Buy |
+1,996
| New | +$227K | 0.01% | 354 |
|
|
2023
Q1 | – | Sell |
-2,120
| Closed | -$213K | – | 381 |
|
|
2022
Q4 | $213K | Buy |
+2,120
| New | +$213K | 0.01% | 360 |
|
|
2022
Q3 | – | Sell |
-2,073
| Closed | -$269K | – | 390 |
|
|
2022
Q2 | $269K | Buy |
2,073
+129
| +7% | +$16.7K | 0.01% | 322 |
|
|
2022
Q1 | $276K | Sell |
1,944
-12
| -0.6% | -$1.7K | 0.01% | 321 |
|
|
2021
Q4 | $346K | Buy |
1,956
+358
| +22% | +$63.3K | 0.02% | 294 |
|
|
2021
Q3 | $231K | Buy |
1,598
+24
| +2% | +$3.47K | 0.01% | 349 |
|
|
2021
Q2 | $237K | Sell |
1,574
-205
| -12% | -$30.9K | 0.01% | 351 |
|
|
2021
Q1 | $251K | Sell |
1,779
-94
| -5% | -$13.3K | 0.01% | 306 |
|
|
2020
Q4 | $261K | Buy |
1,873
+100
| +6% | +$13.9K | 0.02% | 264 |
|
|
2020
Q3 | $260K | Sell |
1,773
-520
| -23% | -$76.3K | 0.02% | 207 |
|
|
2020
Q2 | $326K | Buy |
2,293
+4
| +0.2% | +$569 | 0.03% | 178 |
|
|
2020
Q1 | $318K | Buy |
2,289
+261
| +13% | +$36.3K | 0.03% | 167 |
|
|
2019
Q4 | $243K | Sell |
2,028
-283
| -12% | -$33.9K | 0.02% | 214 |
|
|
2019
Q3 | $300K | Buy |
2,311
+22
| +1% | +$2.86K | 0.03% | 187 |
|
|
2019
Q2 | $270K | Buy |
2,289
+4
| +0.2% | +$472 | 0.02% | 201 |
|
|
2019
Q1 | $272K | Sell |
2,285
-2,457
| -52% | -$292K | 0.03% | 196 |
|
|
2018
Q4 | $505K | Hold |
4,742
| – | – | 0.05% | 138 |
|
|
2018
Q3 | $533K | Buy |
4,742
+8
| +0.2% | +$899 | 0.06% | 142 |
|
|
2018
Q2 | $528K | Buy |
4,734
+448
| +10% | +$50K | 0.06% | 142 |
|
|
2018
Q1 | $452K | Buy |
4,286
+7
| +0.2% | +$738 | 0.05% | 148 |
|
|
2017
Q4 | $487K | Sell |
4,279
-4,034
| -49% | -$459K | 0.06% | 139 |
|
|
2017
Q3 | $984K | Buy |
+8,313
| New | +$984K | 0.12% | 100 |
|