JWM
Janiczek Wealth Management’s Digital Realty Trust DLR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $305 | Hold |
2
| – | – | ﹤0.01% | 1026 |
|
2024
Q1 | $289 | Sell |
2
-1
| -33% | -$145 | ﹤0.01% | 1033 |
|
2023
Q4 | $404 | Buy |
+3
| New | +$404 | ﹤0.01% | 1013 |
|
2022
Q2 | – | Sell |
-4
| Closed | -$1K | – | 970 |
|
2022
Q1 | $1K | Sell |
4
-31
| -89% | -$7.75K | ﹤0.01% | 848 |
|
2021
Q4 | $6K | Sell |
35
-7
| -17% | -$1.2K | ﹤0.01% | 660 |
|
2021
Q3 | $6K | Sell |
42
-13
| -24% | -$1.86K | ﹤0.01% | 654 |
|
2021
Q2 | $8K | Buy |
55
+32
| +139% | +$4.66K | ﹤0.01% | 582 |
|
2021
Q1 | $3K | Sell |
23
-10
| -30% | -$1.3K | ﹤0.01% | 695 |
|
2020
Q4 | $5K | Buy |
33
+12
| +57% | +$1.82K | ﹤0.01% | 585 |
|
2020
Q3 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 430 |
|