Independent Solutions 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
2022
Q1
Sell
-1,232
Closed -$218K 219
2021
Q4
$218K Sell
1,232
-1,562
-56% -$276K 0.05% 215
2021
Q3
$404K Buy
2,794
+110
+4% +$15.9K 0.1% 153
2021
Q2
$404K Buy
2,684
+1,036
+63% +$156K 0.1% 151
2021
Q1
$232K Buy
+1,648
New +$232K 0.06% 178