Lantz Financial’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 |
-11,058
| Closed | -$1.49M | – | 209 |
|
|
2023
Q4 | $1.49M | Buy |
11,058
+326
| +3% | +$43.9K | 0.54% | 55 |
|
|
2023
Q3 | $1.3M | Sell |
10,732
-289
| -3% | -$35K | 0.52% | 60 |
|
|
2023
Q2 | $1.25M | Sell |
11,021
-942
| -8% | -$107K | 0.49% | 65 |
|
|
2023
Q1 | $1.18M | Sell |
11,963
-626
| -5% | -$61.5K | 0.49% | 66 |
|
|
2022
Q4 | $1.26M | Buy |
12,589
+355
| +3% | +$35.6K | 0.57% | 54 |
|
|
2022
Q3 | $1.21M | Buy |
12,234
+112
| +0.9% | +$11.1K | 0.63% | 49 |
|
|
2022
Q2 | $1.57M | Buy |
12,122
+407
| +3% | +$52.8K | 0.71% | 36 |
|
|
2022
Q1 | $1.66M | Buy |
11,715
+833
| +8% | +$118K | 0.68% | 39 |
|
|
2021
Q4 | $1.93M | Buy |
10,882
+220
| +2% | +$38.9K | 0.89% | 26 |
|
|
2021
Q3 | $1.54M | Buy |
10,662
+115
| +1% | +$16.6K | 0.79% | 39 |
|
|
2021
Q2 | $1.59M | Sell |
10,547
-2
| -0% | -$301 | 0.82% | 33 |
|
|
2021
Q1 | $1.49M | Buy |
10,549
+408
| +4% | +$57.5K | 0.85% | 33 |
|
|
2020
Q4 | $1.42M | Sell |
10,141
-243
| -2% | -$33.9K | 0.88% | 33 |
|
|
2020
Q3 | $1.52M | Sell |
10,384
-200
| -2% | -$29.4K | 1.02% | 26 |
|
|
2020
Q2 | $1.5M | Sell |
10,584
-441
| -4% | -$62.7K | 1.08% | 25 |
|
|
2020
Q1 | $1.53M | Sell |
11,025
-508
| -4% | -$70.5K | 1.2% | 16 |
|
|
2019
Q4 | $1.38M | Buy |
11,533
+123
| +1% | +$14.7K | 0.82% | 43 |
|
|
2019
Q3 | $1.46M | Buy |
11,410
+79
| +0.7% | +$10.1K | 0.98% | 29 |
|
|
2019
Q2 | $1.35M | Buy |
11,331
+185
| +2% | +$22K | 0.91% | 38 |
|
|
2019
Q1 | $1.33M | Buy |
+11,146
| New | +$1.33M | 0.96% | 32 |
|