LWAM
Legacy Wealth Asset Management’s Digital Realty Trust DLR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,157
| Closed | -$205K | – | 347 |
|
|
2024
Q4 | $205K | Buy |
+1,157
| New | +$205K | 0.06% | 342 |
|
|
2022
Q3 | – | Sell |
-1,619
| Closed | -$210K | – | 327 |
|
|
2022
Q2 | $210K | Buy |
1,619
+15
| +0.9% | +$1.95K | 0.09% | 288 |
|
|
2022
Q1 | $227K | Buy |
1,604
+194
| +14% | +$27.5K | 0.08% | 280 |
|
|
2021
Q4 | $249K | Buy |
+1,410
| New | +$249K | 0.08% | 282 |
|
|
2021
Q3 | – | Sell |
-1,361
| Closed | -$205K | – | 295 |
|
|
2021
Q2 | $205K | Buy |
+1,361
| New | +$205K | 0.09% | 292 |
|