Mid Atlantic Financial Management’s Digital Realty Trust DLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$406K Sell
2,809
-54
-2% -$8.47K 0.03% 541
2021
Q2
$431K Buy
2,863
+69
+2% +$10.4K 0.03% 524
2021
Q1
$393K Buy
2,794
+61
+2% +$8.43K 0.03% 518
2020
Q4
$381K Buy
2,733
+608
+29% +$86.9K 0.03% 486
2020
Q3
$294K Sell
2,125
-65
-3% -$9.74K 0.03% 524
2020
Q2
$311K Buy
2,190
+107
+5% +$15.1K 0.03% 471
2020
Q1
$289K Buy
+2,083
New +$265K 0.03% 449

Other funds holding DLR

Mid Atlantic Financial Management's DLR Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Digital Realty Trust (DLR) stake by 1.9% in Q3 2021, selling an estimated $8.47K and leaving 2,809 shares worth $406K. The position accounts for 0.03% of the portfolio, ranked #541.

Mid Atlantic Financial Management first reported a position in DLR in Q1 2020 and has held it in 7 quarters since. The position peaked at $431K in Q2 2021. 984 funds tracked by Wall St. Rank hold DLR as of Q3 2021.

  • Mid Atlantic Financial Management held 2,809 shares of Digital Realty Trust worth $406K as of Q3 2021.
  • Mid Atlantic Financial Management sold 54 Digital Realty Trust shares in Q3 2021, an estimated $8.47K.
  • Digital Realty Trust made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #541 holding.
  • Mid Atlantic Financial Management first reported a position in Digital Realty Trust in Q1 2020 and has held it in 7 quarters since.
  • Mid Atlantic Financial Management's Digital Realty Trust position peaked at $431K in Q2 2021.
  • 984 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.