LWA
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Lantern Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Lantern Wealth Advisors’s Portfolio DLR Stock Details DLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,233
Closed -$610K – 133
2024
Q1 		$610K Sell
4,233
-40
-0.9% -$5.76K 0.43% 57
2023
Q4 		$575K Buy
+4,273
New +$575K 0.45% 59