Indie Asset Partners’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
Q1 | – | Sell |
-1,840
| Closed | -$248K | – | 91 |
|
|
2023
Q4 | $248K | Sell |
1,840
-148
| -7% | -$19.9K | 0.22% | 66 |
|
|
2023
Q3 | $241K | Buy |
1,988
+1
| +0.1% | +$121 | 0.24% | 59 |
|
|
2023
Q2 | $226K | Sell |
1,987
-78
| -4% | -$8.88K | 0.25% | 66 |
|
|
2023
Q1 | $203K | Sell |
2,065
-350
| -14% | -$34.4K | 0.24% | 77 |
|
|
2022
Q4 | $242K | Sell |
2,415
-550
| -19% | -$55.2K | 0.27% | 69 |
|
|
2022
Q3 | $294K | Sell |
2,965
-75
| -2% | -$7.44K | 0.3% | 60 |
|
|
2022
Q2 | $395K | Sell |
3,040
-225
| -7% | -$29.2K | 0.35% | 53 |
|
|
2022
Q1 | $463K | Buy |
3,265
+350
| +12% | +$49.6K | 0.35% | 55 |
|
|
2021
Q4 | $516K | Sell |
2,915
-75
| -3% | -$13.3K | 0.37% | 47 |
|
|
2021
Q3 | $432K | Sell |
2,990
-534
| -15% | -$77.2K | 0.35% | 62 |
|
|
2021
Q2 | $530K | Sell |
3,524
-380
| -10% | -$57.2K | 0.43% | 50 |
|
|
2021
Q1 | $550K | Buy |
3,904
+466
| +14% | +$65.7K | 0.63% | 40 |
|
|
2020
Q4 | $480K | Buy |
+3,438
| New | +$480K | 0.56% | 47 |
|
|
2020
Q1 | – | Sell |
-2,048
| Closed | -$245K | – | 88 |
|
|
2019
Q4 | $245K | Buy |
+2,048
| New | +$245K | 0.26% | 73 |
|