Lineweaver Wealth Advisors’s Digital Realty Trust DLR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,209
| Closed | -$596K | – | 133 |
|
|
2022
Q1 | $596K | Buy |
4,209
+786
| +23% | +$111K | 0.17% | 85 |
|
|
2021
Q4 | $605K | Buy |
3,423
+225
| +7% | +$39.8K | 0.17% | 80 |
|
|
2021
Q3 | $461K | Buy |
3,198
+423
| +15% | +$61K | 0.14% | 85 |
|
|
2021
Q2 | $417K | Sell |
2,775
-51
| -2% | -$7.66K | 0.14% | 76 |
|
|
2021
Q1 | $398K | Buy |
2,826
+136
| +5% | +$19.2K | 0.14% | 73 |
|
|
2020
Q4 | $375K | Sell |
2,690
-200
| -7% | -$27.9K | 0.15% | 66 |
|
|
2020
Q3 | $424K | Buy |
+2,890
| New | +$424K | 0.19% | 56 |
|