Heritage Wealth Management (Arizona)’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $173K | Buy |
1,730
+865
| +100% | +$86.7K | 0.02% | 347 |
|
|
2022
Q3 | $86K | Hold |
865
| – | – | 0.03% | 338 |
|
|
2022
Q2 | $112K | Hold |
865
| – | – | 0.04% | 318 |
|
|
2022
Q1 | $123K | Buy |
+865
| New | +$123K | 0.03% | 340 |
|
|
2021
Q3 | $133K | Buy |
918
+85
| +10% | +$12.3K | 0.05% | 289 |
|
|
2021
Q2 | $125K | Hold |
833
| – | – | 0.05% | 302 |
|
|
2021
Q1 | $117K | Buy |
+833
| New | +$117K | 0.07% | 230 |
|