LGWM
DLR icon

Litman Gregory Wealth Management’s Digital Realty Trust DLR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-48
Closed -$7K 203
2020
Q3
$7K Buy
+48
New +$7K ﹤0.01% 160
2020
Q1
Sell
-33
Closed -$4K 176
2019
Q4
$4K Buy
+33
New +$4K ﹤0.01% 180