Lee 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 |
-123
| Closed | -$16.7K | – | 335 |
|
|
2023
Q4 | $16.7K | Hold |
123
| – | – | ﹤0.01% | 349 |
|
|
2023
Q3 | $14.9K | Hold |
123
| – | – | ﹤0.01% | 346 |
|
|
2023
Q2 | $14K | Sell |
123
-37
| -23% | -$4.21K | ﹤0.01% | 359 |
|
|
2023
Q1 | $15.7K | Buy |
160
+37
| +30% | +$3.64K | ﹤0.01% | 348 |
|
|
2022
Q4 | $12.3K | Hold |
123
| – | – | ﹤0.01% | 425 |
|
|
2022
Q3 | $12K | Sell |
123
-10
| -8% | -$976 | ﹤0.01% | 404 |
|
|
2022
Q2 | $18K | Buy |
133
+13
| +11% | +$1.76K | ﹤0.01% | 346 |
|
|
2022
Q1 | $17K | Buy |
120
+52
| +76% | +$7.37K | ﹤0.01% | 361 |
|
|
2021
Q4 | $12K | Buy |
+68
| New | +$12K | ﹤0.01% | 460 |
|
|
2018
Q3 | – | Sell |
-73
| Closed | -$8K | – | 529 |
|
|
2018
Q2 | $8K | Hold |
73
| – | – | ﹤0.01% | 526 |
|
|
2018
Q1 | $8K | Buy |
+73
| New | +$8K | ﹤0.01% | 529 |
|