Keudell/Morrison 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 |
-2,094
| Closed | -$206K | – | 188 |
|
|
2023
Q1 | $206K | Sell |
2,094
-964
| -32% | -$94.8K | 0.06% | 178 |
|
|
2022
Q4 | $307K | Sell |
3,058
-106
| -3% | -$10.6K | 0.1% | 135 |
|
|
2022
Q3 | $314K | Buy |
3,164
+615
| +24% | +$61K | 0.12% | 128 |
|
|
2022
Q2 | $331K | Buy |
2,549
+499
| +24% | +$64.8K | 0.12% | 127 |
|
|
2022
Q1 | $291K | Buy |
+2,050
| New | +$291K | 0.12% | 147 |
|