Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-326
| Closed | -$49K | – | 399 |
|
|
2021
Q3 | $49K | Buy |
326
+164
| +101% | +$24.7K | 0.02% | 429 |
|
|
2021
Q2 | $24K | Buy |
+162
| New | +$24K | 0.01% | 469 |
|
|
2020
Q1 | – | Sell |
-543
| Closed | -$65K | – | 902 |
|
|
2019
Q4 | $65K | Hold |
543
| – | – | 0.05% | 214 |
|
|
2019
Q3 | $70K | Hold |
543
| – | – | 0.07% | 181 |
|
|
2019
Q2 | $64K | Hold |
543
| – | – | 0.06% | 215 |
|
|
2019
Q1 | $64K | Hold |
543
| – | – | 0.05% | 177 |
|
|
2018
Q4 | $57K | Buy |
+543
| New | +$57K | 0.04% | 175 |
|