Heirloom 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 Q2	–	Sell	-4,383	Closed	-$431K	–	51
2023 Q1	$431K	Sell	4,383 -661	-13%	-$65K	0.21%	39
2022 Q4	$506K	Buy	+5,044	New	+$506K	0.32%	35
2022 Q1	–	Sell	-2,461	Closed	-$379K	–	31
2021 Q4	$379K	Buy	+2,461	New	+$379K	0.33%	26